Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brannon? Claim Your ProfileBrannon Hertel is an Investment Advisor Representative and registered in 10 states for both Broker-Dealer and Investment Advisory services. Brannon has been in the industry since 2007 and is currently registered with SPC. Brannon was previously registered with National Planning Corporation and Transamerica Capital, Inc.. Brannon is licensed to provide financial planning services and offers educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
CO
03/01/2023 - Present
SPC (Englewood CO)
CO
10/08/2015 - 06/09/2017
NATIONAL PLANNING CORPORATION (ENGLEWOOD CO)
CO
03/13/2007 - 09/29/2015
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 12/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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