Unclaimed
Brenton Brandon is a financial advisor with over 20 years of experience in the industry. Currently, Brenton is registered with Fidelity Brokerage Services LLC in Greenwood Village, CO. He holds multiple licenses, including Series 7, 9, 10, 63, and SIE. Prior to his current position, Brenton worked as a financial advisor at Charles Schwab & Co., Inc. and Primevest Financial Services, Inc. Brenton is committed to helping clients achieve their financial goals.
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.
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.
1
2
CO
03/02/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
02/14/2008 - 12/02/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IN
01/25/2002 - 07/25/2006
PRIMEVEST FINANCIAL SERVICES, INC. (MUNCIE IN)
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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