Unclaimed
Jed Reid Brandes is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Worcester, MA. Jed has been in the industry since 1992 and is registered with the state of Massachusetts. Jed holds Series 6, 7, 63, 72, and SIE licenses and is a Chartered Financial Consultant. Jed's previous experience includes FSC Securities Corporation and Advantage Capital Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
09/06/2019 - Present
Cambridge Investment Research Advisors, Inc. (Worcester MA)
MA
02/27/2009 - 09/06/2019
FSC SECURITIES CORPORATION (WORCESTER MA)
MA
09/28/1995 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (WORCESTER MA)
MA
11/24/1992 - 09/25/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/24/1992 - 09/25/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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