Unclaimed
Brandon Shane Palser is a financial advisor with Equitable Distributors, LLC, based in Charlotte, NC. Brandon has over 18 years of experience in the financial services industry, working with clients in various locations including Denver, CO and Los Angeles, CA. Brandon has passed the Series 6, 7 and 63 exams along with the Securities Industry Essentials (SIE) exam. Brandon's current registrations include Montana, Nevada, New Mexico, Texas, Washington, and California.
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.
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.
1
2
NC
03/08/2021 - Present
Equitable Distributors, LLC (Charlotte NC)
CO
12/08/2006 - 01/05/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
12/03/2004 - 06/23/2006
NATIONAL PLANNING CORPORATION (DENVER CO)
TN
12/02/2004 - 02/07/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
10/06/2003 - 11/19/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 01/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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