Unclaimed
Brandy Nichole Eggleston is a financial advisor with Edward Jones in ALBION, MI. Brandy has been in the financial services industry since 2003 and has been registered with Edward Jones since 2012. She has a broad range of experience in the financial services industry, including experience at PNC Investments, NatCity Investments, Inc., and State Farm VP Management Corp. She is a Certified Financial Planner and holds the Series 6, Series 7, Series 63, and Series 65 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
06/16/2022 - Present
Edward Jones (ALBION MI)
MI
11/13/2009 - 07/10/2012
PNC INVESTMENTS (LANSING MI)
MI
04/24/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORTAGE MI)
IL
12/11/2003 - 03/29/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
07/23/2003 - 11/07/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 08/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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