Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Parsons is a financial advisor based in Dothan, Alabama. Brandon has been in the financial services industry since 2004. Brandon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon is also registered as an Investment Advisor Representative in Texas. Prior to joining Merrill Lynch, Brandon was registered with The O.N. Equity Sales Company and Walnut Street Securities, Inc. Brandon holds multiple licenses including Series 7, 6, 63, 66, 10, 9, 31, and SIE. Brandon works with individuals, businesses, pension plans, charitable organizations, and insurance companies. Brandon offers portfolio management services, investment advice, and performance measurement reports.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
07/08/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DOTHAN AL)
AL
11/15/2006 - 12/18/2009
THE O.N. EQUITY SALES COMPANY (DOTHAN AL)
AL
09/16/2004 - 12/08/2006
WALNUT STREET SECURITIES, INC. (DOTHAN AL)
WI
12/09/2003 - 05/14/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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