Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Jean Boyles-vazquez is a financial advisor with over 17 years of experience in the industry. Brandy has been registered with Morgan Stanley since January 2014. Prior to that, Brandy worked with Wells Fargo Advisors, LLC. Brandy is licensed to provide financial advice in California and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/27/2024 - Present
Morgan Stanley (Newport Beach CA)
CA
05/24/2011 - 01/22/2014
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
01/20/2010 - 04/21/2011
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
NV
10/13/2006 - 04/21/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NV
12/09/2004 - 08/15/2006
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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