Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Katz is a financial advisor registered with Osaic Wealth, Inc. with over 13 years of experience in the industry. Brandon has been active in the investment industry since 2010. Brandon is licensed in Florida, Nevada, and Utah. Brandon's current role is as a Financial Advisor and works with individuals, families, and businesses. Brandon provides a variety of financial planning services, including portfolio management, retirement planning, and insurance.
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.
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2
NV
06/14/2024 - Present
Osaic Wealth, Inc. (LAS VEGAS NV)
NV
07/18/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NV
10/18/2017 - 01/19/2018
MML INVESTORS SERVICES, LLC (LAS VEGAS NV)
NV
01/06/2016 - 08/15/2017
SCOTTRADE, INC. (LAS VEGAS NV)
NV
01/03/2011 - 12/24/2015
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
NV
03/18/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
BOTH
Issued 04/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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