Unclaimed
Brandon Santillo is a financial advisor at Janney Montgomery Scott LLC. Brandon has been in the financial services industry for over two years. Prior to joining Janney Montgomery Scott LLC, Brandon worked at Equitable Advisors, LLC. Brandon is a Series 7TO, Series 63, and Series 66 licensed financial advisor. Brandon specializes in providing financial advice and portfolio management services to individuals, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Fee plus commission
1
2
NY
05/23/2022 - Present
Janney Montgomery Scott LLC (SYRACUSE NY)
NY
07/17/2020 - 04/18/2022
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 09/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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