Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Wayne Simmons is a financial advisor with Cetera Investment Advisers LLC, headquartered in Schaumburg, IL. Brandon is a registered investment advisor with over 20 years of experience in the financial industry. He is a Series 66, Series 7 and Series 31 licensed professional. Brandon's experience includes working with Ameriprise Financial Services, Inc., LPL FINANCIAL LLC, and Securities America, Inc. He is dedicated to providing financial services to individuals, corporations, and other businesses. He also works with insurance companies, charitable organizations, and pension and profit-sharing plans.
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
TX
08/26/2024 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
08/18/2017 - 09/05/2024
LPL FINANCIAL LLC (DALLAS TX)
TX
03/20/2009 - 08/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
06/30/2009 - 09/02/2010
SECURITIES AMERICA, INC. (DALLAS TX)
TX
01/01/2008 - 03/24/2009
WACHOVIA SECURITIES, LLC (PLANO TX)
TX
11/12/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLANO TX)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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