Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Sue Mohan is a financial advisor registered with Osaic Institutions, Inc. in Meredith, NH. Brandy has been in the industry since December 18, 2009. Brandy's registration is active with both the state of New Hampshire and the Investment Advisor Association. Brandy has been registered with several other firms, most recently with Citizens Securities, Inc. Brandy has a Series 24, 7 and 66 license. Brandy specializes in investment advising for individuals, corporations and charitable organizations. Brandy also works as a bartender and provides financial services for NH Trust. Brandy offers financial planning, pension consulting and educational seminars to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NH
11/07/2018 - Present
Osaic Institutions, Inc. (MEREDITH NH)
NH
07/14/2015 - 10/25/2018
CITIZENS SECURITIES, INC. (MEREDITH NH)
NH
03/29/2012 - 03/27/2015
INVESTORS CAPITAL CORP. (MOULTONBOROUGH NH)
NH
11/07/2011 - 03/30/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (MOULTONBOROUGH NH)
IN
02/10/2011 - 09/06/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
11/09/2007 - 06/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 10/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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