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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dwight Brandeen is a financial advisor with Western International Securities, Inc. based in Pasadena, California. Jeffrey Brandeen has been in the financial services industry since June 28, 1997. Jeffrey Brandeen holds the following licenses and registrations: Series 3, Series 63, Series 65, Series 7, and SIE. Jeffrey Brandeen specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jeffrey Brandeen has previously been affiliated with Oppenheimer & Co. Inc., UBS Financial Services Inc., Salomon Smith Barney Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/08/2025 - Present
Western International Securities, Inc. (Pasadena CA)
CA
03/24/2006 - 10/17/2006
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
NJ
11/10/2000 - 04/04/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/21/1998 - 11/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
06/20/1997 - 10/28/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1997 - 10/28/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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