Unclaimed
Brandon S. Tatum is a financial advisor with over 15 years of experience in the financial services industry. Brandon currently works at Fidelity Brokerage Services LLC in Westlake, TX and holds Series 6, 7, 63 and SIE licenses. Brandon started his career at Fidelity Investments Institutional Services Company, Inc. in Lewisville, TX and became a registered representative with Fidelity Brokerage Services LLC in 2008. Brandon is registered with the state securities regulators in 51 states.
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.
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.
1
2
TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/15/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
BC
Issued 09/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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