Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bean is a registered investment advisor representative with Cetera Investment Advisers LLC in Knoxville, TN. Brandon has been in the financial services industry since 2008. Brandon has a Series 6, 7, 63, 65, and 66 securities license and is registered in 8 states. Before joining Cetera Investment Advisers LLC, Brandon was employed with MML Investors Services, LLC, Fifth Third Securities, Inc., and First Command Financial Planning, Inc. Brandon specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
TN
02/21/2018 - Present
Cetera Investment Advisers LLC (KNOXVILLE TN)
TN
03/15/2017 - 06/22/2017
MML INVESTORS SERVICES, LLC (Knoxville TN)
TN
11/24/2010 - 08/02/2012
MML INVESTORS SERVICES, LLC (KNOXVILLE TN)
IN
12/22/2009 - 08/13/2010
FIFTH THIRD SECURITIES, INC. (PLAINFIELD IN)
TN
07/30/2008 - 10/09/2009
FIRST COMMAND FINANCIAL PLANNING, INC. (KNOXVILLE TN)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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