Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandt? Claim Your ProfileBrandt James Hakanson is a financial advisor with over 25 years of experience in the financial services industry. Brandt has been registered with Stifel, Nicolaus & Company, Inc. since November 2017, and has previously held positions with Raymond James & Associates, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Unified Management Corporation. Brandt is licensed to provide investment advice in Alabama, Arizona, Colorado, Florida, Georgia, Indiana, Minnesota, Missouri, New York, Ohio, Oregon, Tennessee, Texas, Virginia, and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
11/01/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
03/12/2010 - 11/16/2017
RAYMOND JAMES & ASSOCIATES, INC. (CARMEL IN)
IN
06/01/2009 - 04/08/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
02/09/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
11/05/1996 - 02/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IN
11/13/1995 - 10/15/1996
UNIFIED MANAGEMENT CORPORATION (INDIANAPOLIS IN)
IA
Issued 11/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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