Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Handy is a financial professional who has been in the industry since December 2003. Brandon is currently registered with Cuso Financial Services, LP and has been with the firm since December 2015. Brandon has held previous positions with NYLIFE Securities LLC and OneAmerica Securities, Inc. Brandon is a licensed securities agent and investment advisor representative and holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Brandon has experience in financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/14/2015 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
UT
12/13/2011 - 12/21/2015
ONEAMERICA SECURITIES, INC. (LAYTON UT)
UT
12/01/2003 - 12/07/2011
NYLIFE SECURITIES LLC (CLEARFIELD UT)
BOTH
Issued 05/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Handy is the right advisor for you? Invested Better is here to help.
