Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Planz is a financial advisor with Edward Jones, a firm headquartered in St. Louis, Missouri. Brendon has been in the financial industry for over 25 years. Brendon has Series 66, Series 63, Series 7, and Series 31 licenses. They have provided financial services to individuals, businesses, and trusts. Brendon's prior experience also includes Merrill Lynch, Pierce, Fenner & Smith/BOA and Wells Investment Securities, Inc.
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.
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.
See schedule d - miscellaneous
1
2
GA
01/22/2024 - Present
Edward Jones (WINDER GA)
GA
05/19/2022 - 07/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
09/11/2000 - 09/28/2001
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
FL
06/10/1998 - 10/22/1998
FIRST ATLANTA SECURITIES, LLC (DESTIN FL)
NY
09/16/1997 - 05/04/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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