Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Thomas Bentsen is a financial advisor who has been active in the industry since 2016. Brandon is currently registered with Morgan Stanley and has been with the firm since January 2023. Previously, Brandon worked at E*TRADE SECURITIES LLC from 2016 to 2023. Brandon has a wide range of experience in the financial services industry, and is licensed to provide investment advice in all 50 states. Brandon has also passed the Series 63, 9, 10, 4, 7, and SIE exams. Brandon specializes in providing financial advice to individuals, businesses, and institutions. Brandon has a strong commitment to providing his clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
01/23/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
01/07/2016 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 02/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2021
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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