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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 Bleile is an Investment Advisor Representative at MAI Capital Management, LLC, based in Cleveland, Ohio. Brandon has been in the financial services industry since 2018, previously working with KeyBanc Capital Markets Inc. Brandon's professional experience includes working with individuals, families, businesses, and institutions. Brandon holds the Series 7, Series 63, Series 86, and Series 87 licenses as well as the SIE designation.
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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
05/09/2023 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
07/02/2018 - 09/27/2019
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
IA
Issued 05/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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