Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Simone Brandon is a financial advisor with over 30 years of experience in the industry. Stephanie is currently registered with MML Investors Services, LLC and has held previous registrations with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Stephanie has a diverse range of certifications and licenses, including Series 6, 7, 63, and 65. Stephanie provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
09/22/2022 - Present
MML Investors Services, LLC (Plantation FL)
FL
10/30/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
10/30/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Brandon is the right advisor for you? Invested Better is here to help.
