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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Postma is a registered representative and investment advisor representative with SCF Investment Advisors, Inc. Brandon has been in the financial services industry since March 2002. Brandon holds the Series 63, Series 66, Series 7, and Series 24 licenses. Brandon also has a SIE designation. Brandon has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brandon offers financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Brandon is also a volunteer board member of Decent TV, a non-profit organization.
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
MI
08/25/2017 - Present
SCF Investment Advisors, Inc. (Saint Ignace MI)
MI
08/19/2011 - 06/29/2012
BROKERSXPRESS LLC (ST. IGNACE MI)
MI
03/27/2009 - 09/07/2011
LPL FINANCIAL LLC (SAINT IGNACE MI)
MI
03/12/2002 - 03/31/2009
EDWARD JONES (ST IGNACE MI)
BOTH
Issued 04/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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