Unclaimed
Brandy Clements-corder is an investment advisor representative with Commonwealth Financial Network. Brandy is a financial professional based in San Diego, California with 17 years of experience in the financial services industry. Brandy has been with Commonwealth Financial Network for 5 years, and previously worked for LPL FINANCIAL LLC, and FIRST ALLIED SECURITIES, INC.. Brandy is registered in California as an investment advisor representative and securities agent. Brandy has earned the Series 7, Series 63, Series 66, and Series 24 licenses and has passed the SIE exam. Brandy specializes in providing financial advice and services to a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Brandy has been registered with the SEC since 2005 and is active in both the Broker-Dealer and Investment Advisor industries.
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
CA
01/03/2024 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
08/11/2022 - 10/19/2023
LPL FINANCIAL LLC (CORONADO CA)
CA
04/09/2019 - 08/01/2022
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
11/07/2013 - 05/04/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
04/25/2011 - 09/13/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/28/2006 - 04/27/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
AL
07/15/2005 - 02/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
MO
04/19/2005 - 06/24/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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