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 Valdo is a financial advisor with over 18 years of experience in the financial services industry. Brandon currently works at LPL Financial LLC in SAN DIEGO, CA. Brandon has held previous positions with OSAIC INSTITUTIONS, INC., ESSEX NATIONAL SECURITIES, LLC, and MML INVESTORS SERVICES, LLC.
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.
Consulting and other non-discretionary advisory services
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
MI
05/22/2024 - Present
LPL Financial LLC (KENTWOOD MI)
MI
07/01/2016 - 01/31/2024
OSAIC INSTITUTIONS, INC. (PORTAGE MI)
MI
12/01/2011 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (GRAND RAPIDS MI)
MI
10/19/2005 - 12/07/2011
MML INVESTORS SERVICES, LLC (HOLLAND MI)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Valdo is the right advisor for you? Invested Better is here to help.
