Unclaimed
Tiffany Brand is an experienced financial advisor at Edward Jones, providing financial planning, portfolio management, and pension consulting services. Tiffany is passionate about helping clients achieve their financial goals. Previously, Tiffany worked with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tiffany is registered to provide investment advice in Arkansas, Florida, Georgia, Iowa, Kansas, Massachusetts, Mississippi, Missouri, Nevada, New Mexico, New York, Oklahoma, South Dakota, Tennessee, Texas, and Virginia.
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
MO
05/10/2024 - Present
Edward Jones (PLATTE CITY MO)
KS
12/06/2021 - 05/01/2024
LPL FINANCIAL LLC (SHAWNEE KS)
MO
09/24/2020 - 11/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
BOTH
Issued 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
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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