Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy L Tezak-shapiro is a financial professional with over 20 years of experience in the industry. Brandy is currently registered with Charles Schwab & CO., Inc. Brandy is licensed in both Florida and California and holds Series 7, 9, 10, 63 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
03/22/2021 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
05/25/2000 - 08/23/2012
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 04/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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