Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon White is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the financial industry since 1997. Brandon is registered with the Securities and Exchange Commission (SEC) and has licenses for securities and investment advisory services. Brandon has experience in providing financial advice to individuals, corporations, and institutions. Brandon is committed to helping clients achieve their financial goals. Brandon has experience with various services and financial products including equities, fixed income, mutual funds, exchange-traded funds, and variable annuities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
09/16/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GADSDEN AL)
NY
06/30/1999 - 01/25/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AL
07/21/1997 - 06/14/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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