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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 Wyatt Haines is a financial advisor at Osaic Advisory Services, LLC. Brandon has been in the industry since 2001 and is registered to provide investment advice in North Carolina and Texas. Brandon's practice focuses on financial planning, investment management, and portfolio management for individuals and businesses. Brandon holds the Series 63, 65, 7, 24 and SIE licenses and is a Certified Financial Planner. Brandon has been involved with various charitable organizations and currently serves as a Vice President/President of the Rotary International Wilmington Cape Fear, a board member of the Cape Fear Council Boy Scouts of America, and an Assistant Scoutmaster for Cub Scout Pack 215.
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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GA
11/17/2014 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NC
11/17/2014 - 08/23/2024
TRIAD ADVISORS LLC (Wilmington NC)
NC
10/25/2007 - 11/17/2014
LPL FINANCIAL LLC (WILMINGTON NC)
NC
11/06/2001 - 10/27/2007
EDWARD JONES (WILMINGTON NC)
IA
Issued 10/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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