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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 John Williams is a financial advisor registered with Navellier & Associates Inc. Williams has been in the financial services industry since 1996. Williams is currently registered in 52 states and the District of Columbia as a Registered Representative and as an Investment Advisor Representative. Williams has previously worked at NORTH CAPITAL PRIVATE SECURITIES CORPORATION, CORECAP INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC., UBS INTERNATIONAL INC., CREDIT SUISSE SECURITIES (USA) LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, J.P. MORGAN SECURITIES INC. and HAMBRECHT & QUIST LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/30/2015 - Present
Navellier & Associates Inc. (NEW YORK NY)
UT
10/31/2017 - 08/04/2020
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
MI
04/21/2017 - 10/17/2017
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
NY
03/26/2013 - 05/08/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/01/2010 - 04/02/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/22/2009 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
01/17/2003 - 05/08/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
05/09/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/01/2000 - 05/31/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
01/01/1996 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
BC
Issued 10/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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