Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Falbe is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Brandon is located in Springfield, MO and has been in the financial services industry for over 16 years. Brandon has a strong track record of success in helping clients achieve their financial goals. Brandon holds the Series 7, Series 31 and Series 66 securities licenses. Brandon is a Certified Financial Planner and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brandon is committed to providing his clients with personalized financial advice and guidance. Brandon's previous experience includes working at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Morgan Stanley DW Inc.
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.
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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MO
02/06/2013 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
IN
06/03/2009 - 11/06/2012
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
01/27/2006 - 05/12/2009
CHASE INVESTMENT SERVICES CORP. (PLAINFIELD IN)
NY
07/05/2004 - 01/18/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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