Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Nicole Ebron is a financial advisor with over 20 years of experience in the industry. Brandy is currently registered with LPL Financial LLC and has worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Brandy has a strong background in financial planning and portfolio management, and is committed to providing personalized advice and guidance to help clients reach their financial goals. Brandy holds the Series 7, Series 66, and SIE licenses and is a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/01/2022 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
05/09/2006 - 09/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
07/15/2005 - 05/08/2006
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
06/21/2001 - 07/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/21/2001 - 06/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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