Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Shane Palser

Equitable Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Shane Palser

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.

Firm Information

Brandon Palser is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Palser’s Registration & Firm History

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)

Not sure if Brandon Shane Palser is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Shane Palser.
Not sure if Brandon Shane Palser is right for you?