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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Anderson is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Brendon has been in the financial services industry since 2006, working at several firms before joining Fidelity Personal And Workplace Advisors in 2020. Brendon Anderson is a Series 7, Series 63, and Series 66 licensed representative. They hold a SIE exam as well. Brendon Anderson specializes in providing financial planning and investment management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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
OH
01/22/2021 - Present
Fidelity Personal AND Workplace Advisors (BEAVERCREEK OH)
IL
09/20/2016 - 08/26/2020
J.P. MORGAN SECURITIES LLC (ST. CHARLES IL)
IL
02/19/2010 - 09/16/2016
CHARLES SCHWAB & CO., INC. (OAK BROOK IL)
UT
10/30/2006 - 01/27/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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