Unclaimed
Michael Brandt is a financial advisor at Edward Jones. Michael has been in the financial industry since June 18, 2022 and is registered to provide investment advice in Arizona, California, Colorado, Georgia, Missouri, Nevada, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Utah, and Washington. Michael has a Series 66, Series 7, and SIE license and has also completed the Securities Industry Essentials Examination. Michael’s expertise includes individual and business portfolio management, financial planning, pension consulting, and selection of other advisors. Michael holds a specialization in providing investment advice to individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/12/2025 - Present
Edward Jones (ELK GROVE CA)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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