Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brand is a financial advisor with over 19 years of experience in the industry. Matthew has worked with a number of firms during his career including Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC and most recently, Osaic Advisory Services, LLC. Matthew holds the Series 63, Series 66 and Series 7 licenses. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Matthew 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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
11/07/2019 - 06/14/2024
SECURITIES AMERICA, INC. (WEST BLOOMFIELD MI)
MI
01/11/2017 - 11/13/2019
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
12/10/2015 - 01/28/2017
LPL FINANCIAL LLC (SOUTHFIELD MI)
MI
05/15/2013 - 12/21/2015
J.P. MORGAN SECURITIES LLC (SOUTHFIELD MI)
MI
02/02/2010 - 05/17/2013
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MI
09/29/2008 - 02/04/2010
MML INVESTORS SERVICES, INC. (FARMINGTON HILLS MI)
MI
06/12/2008 - 09/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
03/24/2006 - 06/06/2008
SIGMA FINANCIAL CORPORATION (NOVI MI)
NY
06/14/2005 - 11/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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