Unclaimed
Brandt J Landin is a financial advisor registered with LPL Financial LLC. Brandt J Landin has been in the financial industry since April 30, 2019, and has previous experience with Transamerica Financial Advisors, Inc. Brandt J Landin has a Series 65 license and Series 6TO and SIE exams. Brandt J Landin specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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
OH
12/02/2023 - Present
LPL Financial LLC (Ottoville OH)
OH
05/01/2019 - 12/04/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (MAUMEE OH)
IA
Issued 04/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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