Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Dyer Morris is a financial advisor with Axos Invest, Inc. based in Omaha, Nebraska. Brandy is a registered investment advisor representative in Nebraska. Brandy has been in the financial services industry since February 11, 2015, and has experience with multiple firms.
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.
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.
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2
NE
07/07/2023 - Present
Axos Invest, Inc. (Omaha NE)
MO
05/19/2023 - 06/21/2023
EDWARD JONES (ST. LOUIS MO)
NE
09/24/2021 - 05/18/2023
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
GA
04/08/2021 - 08/16/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
10/08/2020 - 08/16/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 08/16/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/08/2020 - 08/16/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/08/2020 - 08/16/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
09/09/2019 - 08/16/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/17/2014 - 09/04/2019
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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