Unclaimed
Brandon Bullock is a financial advisor who has been active in the industry since July 2022. Brandon currently works for Fidelity Personal And Workplace Advisors and is registered with the state of Texas. Brandon is a registered representative with FINRA and holds the Series 7TO, Series 63, and SIE exams. Brandon has a wide range of experience working in different organizations, including the Democratic Party of Virginia, the Washington State Democratic Party, Bloomberg 2020, Muy Hamburger Partners LLC, AFL-CIO, Great Lakes Management, Texas Subs Inc., and the Texas Organizing Project.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/06/2025 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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