Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Stierwalt Willett is an investment advisor representative with Oneamerica Securities, Inc. Brandon has been in the industry since February 2010 and has experience with a variety of financial products and services. Brandon has held previous positions with Pruco Securities, LLC., American United Life, and Oneamerica Securities. Brandon currently holds a Series 6, Series 63, Series 65, and SIE licenses and is registered to provide investment advice in Arizona, California, Florida, Illinois, Indiana, South Carolina, Virginia, and Wisconsin. Brandon is a Certified Financial Planner and a Chartered Financial Consultant. Brandon specializes in financial planning, retirement planning, investment management, college savings, and insurance. Brandon is committed to providing his clients with personalized financial advice and services.
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
IN
11/18/2020 - Present
Oneamerica Securities, Inc. (Indianapolis IN)
IN
02/09/2010 - 04/09/2015
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
IA
Issued 12/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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