Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Yin-ting Leung is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brandon is a registered investment advisor in New Jersey and Texas. He has been in the industry since August 2014 and has a Series 66 license. He is a licensed securities professional with experience in financial planning, portfolio management, and selection of other advisors.
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.
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
NJ
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
NY
11/25/2019 - 09/29/2020
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
02/16/2017 - 11/27/2019
J.P. MORGAN SECURITIES LLC (New York NY)
NJ
10/02/2014 - 02/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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