Financial Advisor
Away from the race track, Brandon is a Financial Advisor working with a wealth management team that has a combined experience of over 70 years in the financial services industry. As a young professional, he works to develop relationships with prospective clients who are in search of financial planning advice. Brandon began his career in the investment industry at Pinnacle Investments after graduating from Syracuse University in May of 2014 with a Bachelor’s degree in Psychology.
He is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series 63). He is also a Registered Investment Advisor Representative (Series 65) and New York State Insurance licensed for Life, Accident, and Health insurance.
Wealth Management
Retirement Planning
College Planning
Life Insurance
Employer-Sponsored Retirement Plans
Pinnacle Investments is your one-stop financial services partner. Our approach is simple and straightforward. No gimmicks. Pinnacle has a global reach, including the ability to trade international securities directly on the foreign market exchanges and corporate and municipal bonds directly with other dealers. Our team of experienced and dedicated Financial Advisors is ready to assist you with your financial objectives so that you may achieve life’s short and long-term goals. Quite simply; your success is our success.
Disclosures
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