Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carl Brand is an investment advisor representative with Newedge Advisors, a registered investment advisor with the Securities and Exchange Commission (SEC). William has been in the securities industry for over 20 years and has a broad range of experience. William has held prior positions with Triad Advisors LLC and Pruco Securities Corporation. William is licensed in Georgia and has passed several securities exams, including the Series 6, 7, 24, 63 and 66 exams. William is a well-qualified and experienced investment advisor representative and is committed to providing his clients with the highest level of service and advice.
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.
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GA
05/24/2022 - Present
Newedge Advisors (Lawrenceville GA)
GA
07/21/2010 - 04/12/2022
TRIAD ADVISORS LLC (ATLANTA GA)
NJ
08/31/2001 - 04/02/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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