Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Caleb Mull is a financial advisor with Zhang Financial. Brandon has been a financial advisor since 2017 and has experience with Morgan Stanley. Brandon is a Certified Financial Planner and a Chartered Financial Analyst. Brandon is registered with the state of Michigan. The advisor works with a variety of clients including individuals, high-net-worth individuals, 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.
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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MI
09/07/2021 - Present
Zhang Financial (PORTAGE MI)
IL
11/28/2017 - 08/24/2021
MORGAN STANLEY (Chicago IL)
BOTH
Issued 02/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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