Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Stewart is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over two years of experience in the industry. Brandon is registered to provide investment advice in Connecticut, Texas, and a number of other states. Brandon's areas of expertise include retirement planning, college savings, estate planning, and insurance. In addition to providing traditional financial planning services, Brandon also offers portfolio management for individuals and businesses. Brandon is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
10/06/2021 - 10/17/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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