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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 Shay Weisz is an investment advisor representative with Osaic Wealth, Inc. Brandon is registered to provide investment advice in Florida. Brandon is a Series 65 qualified individual, having passed the Uniform Investment Adviser Law Examination in November 2019. Brandon has experience working in a variety of industries, including healthcare, education, and finance. Brandon holds a Juris Doctor degree from the University of Miami Law School. Brandon's previous experience includes working as a legal intern at the Miami-Dade County Public Defender's Office and as a paralegal at a law firm in Tampa, Florida.
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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AZ
11/02/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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