Unclaimed
Brandon Fisk is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Chatham, NJ. Brandon has been in the financial industry since 2010 and has a diverse background, having worked with a range of firms. Brandon is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a Registered Representative (Series 7) and Investment Advisor Representative (Series 65). He has expertise in financial planning, portfolio management for businesses and individuals, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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
NJ
08/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NC
03/06/2017 - 12/05/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
06/07/2012 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
07/21/2010 - 05/16/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IA
Issued 08/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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