ADVISOR BIO

Brandon Sovik is a financial advisor registered with Morgan Stanley in Irvine, California. Brandon has been in the financial services industry since August 2019. Brandon is a Series 66, Series 7TO, and SIE licensed professional. Brandon has experience with UBS Financial Services Inc. and is registered in 47 states and the District of Columbia.

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ADVISOR BIO

Brandon Ernesto Calderon mata is a registered representative with J.p. Morgan Securities LLC in SHERMAN OAKS, CA. Brandon has been in the industry since March 2024. Brandon has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Brandon specializes in providing investment advice, financial planning and portfolio management for individual and business clients.

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ADVISOR BIO

Brandon Luckwaldt is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the industry. Brandon is registered as a broker-dealer in 52 states and as an investment advisor in 2 states. Brandon has completed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66).

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ADVISOR BIO

Brandon Anderson is an active investment advisor representative with Morgan Stanley in SANTA ANA, CA. Brandon has been in the financial industry since 2017 and has a Series 66, Series 7, and SIE license. Brandon has previously worked at Independent Financial Group, LLC and Edward Jones. Brandon's clients are mostly individuals, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Brandon provides financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

Brandon Junmo Yang is a licensed securities professional registered with J.P. Morgan Securities LLC in Glendale, California. Brandon has been in the industry since March 2023, and is currently registered to offer securities products in the state of California. Brandon holds the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Brandon Dale robert Brooke is a financial advisor associated with MML Investors Services, LLC, a firm with a long history in the financial industry. Brandon Dale robert Brooke has been a registered representative since 2001 and possesses licenses to provide financial advice in a number of states. Their specialization focuses on several key areas including financial planning, portfolio management, pension consulting, and educational seminars. The advisor has a varied employment history, including prior roles with NYLIFE SECURITIES LLC and XCU CAPITAL CORPORATION, INC. Brandon Dale robert Brooke's focus is on meeting the needs of a wide range of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Brandon James Perez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the industry since January 14, 2021. Brandon holds the Series 7TO, SIE, and Series 66 licenses. Brandon specializes in providing financial advice to high net worth individuals, corporations or other businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Brandon Wong is a registered representative with J.p. Morgan Securities LLC in Sacramento, CA. Brandon has been in the securities industry since 2019 and has a Series 63, Series 6TO, and SIE license. Brandon specializes in investment company products, variable contracts, financial planning, pension consulting, and selection of other advisers.

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ADVISOR BIO

Brandon Quartararo is a financial advisor with RBC Capital Markets, LLC. Brandon has been in the financial services industry since 2008 and holds several licenses and certifications, including Series 7, 24, 63, 79, and SIE. Brandon has a strong track record of providing investment advice and financial planning services to a diverse range of clients. Brandon is a highly motivated and experienced advisor who is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brandon Arnold is a financial advisor with Edward Jones. Brandon has been in the financial industry since 1998 and is registered in 29 states. Brandon holds the Series 63, Series 7, and SIE licenses. He specializes in retirement planning, college savings, and investment strategies. Brandon also offers financial planning services to individuals and businesses. Brandon Arnold is committed to helping clients achieve their financial goals.

SPECIALIZATIONS