Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Brennan is a financial professional with experience in the financial services industry. Brandy is currently a registered representative with U.s. Bancorp Investments, Inc., and previously worked with UNIONBANC INVESTMENT SERVICES, LLC. Brandy holds the Series 6, SIE, and Series 63 licenses. Brandy works with a variety of clients including individuals, corporations, high net worth individuals, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Rancho Cucamonga CA)
CA
05/08/2017 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (RANCHO CUCAMONGA CA)
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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