Unclaimed
Brandy Marie Breece is a registered representative and investment advisor representative with The Huntington Investment Co.. Brandy has been in the financial industry since 2018 and has experience with Edward Jones and J.P. MORGAN SECURITIES LLC. Brandy specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
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.
1
2
OH
03/08/2023 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
05/24/2019 - 01/25/2023
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
01/20/2018 - 05/18/2019
EDWARD JONES (PLAIN CITY OH)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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