Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanna? Claim Your ProfileJeanna Gass Brandt is a financial advisor with LPL Financial LLC in Fort Mill, South Carolina. She is active in both securities and investment advisory business. Jeanna has been working in the financial services industry since 2013. Jeanna holds Series 66, SIE and Series 7 licenses. Before joining LPL Financial LLC Jeanna worked for Raymond James Financial Services, Inc.. Jeanna has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
SC
03/19/2013 - 03/06/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MILL SC)
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeanna Brandt is the right advisor for you? Invested Better is here to help.
