Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Tesar is an Investment Advisor Representative registered in California and Texas. Brandon has been in the financial services industry since 2012 and is currently associated with One Wealth Capital Management, LLC. Previously, Brandon was associated with Park Avenue Securities LLC and MML Investors Services, LLC. Brandon's experience includes providing financial planning, pension consulting, and portfolio management services to individuals. Brandon is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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CA
07/01/2024 - Present
ONE Wealth Capital Management, LLC (El Segundo CA)
CA
12/17/2018 - 06/30/2023
PARK AVENUE SECURITIES LLC (EL SEGUNDO CA)
CA
01/11/2013 - 12/03/2018
MML INVESTORS SERVICES, LLC (SANTA MONICA CA)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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