Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Alexis Ariza is a financial advisor who has been in the industry since October 2001. Brandy is currently registered with Raymond James Financial Services Advisors, Inc. in Houston, Texas. Brandy specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Brandy holds Series 7 and Series 66 securities licenses and is also a Certified Financial Planner. Prior to joining Raymond James, Brandy worked at LPL FINANCIAL LLC and CUSO FINANCIAL SERVICES, L.P.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
02/25/2016 - 12/13/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
10/29/2001 - 03/01/2016
CUSO FINANCIAL SERVICES, L.P. (BAYTOWN TX)
BOTH
Issued 03/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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