Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brandon is a financial advisor with Ameritas Advisory Services, LLC. Michael has been in the financial services industry since October 2007. Michael has experience providing financial advice to individuals, families, and businesses. Michael is registered with the state of Ohio and Illinois. Michael is also a Series 7 and Series 66 licensed professional. Michael's prior experience includes working for CETERA ADVISORS LLC, U.S. BANCORP INVESTMENTS, INC., and THRIVENT INVESTMENT MANAGEMENT INC. Michael's goal is to help clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Solicitor fees
1
2
OH
09/06/2022 - Present
Ameritas Advisory Services, LLC (PERRYSBURG OH)
OH
08/13/2019 - 09/08/2022
CETERA ADVISORS LLC (TOLEDO OH)
OH
03/27/2017 - 08/27/2019
U.S. BANCORP INVESTMENTS, INC. (BELLVILLE OH)
OH
10/22/2007 - 03/28/2017
THRIVENT INVESTMENT MANAGEMENT INC. (FREMONT OH)
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Brandon is the right advisor for you? Invested Better is here to help.
