Hello, I'm
Claudia Ann Brandon
Claudia Ann Brandon is a renowned investment advisor and a broker with 33 year of experience. Claudia Ann Brandon is employed by NEUBERGER BERMAN BD LLC. Which provides investment advisory service for clients.
- ROTH CAPITAL PARTNERS, LLC
- Claudiaannbrandon@gmail.com
- +17704706615
Certification & Skills
Series 7
Sep 24, 1990
General Securities Representative Examination
SIE
Oct 1, 2018
Securities Industry Essentials Examination
Series 63
Nov 24, 1999
Uniform Securities Agent State Law Examination
Services & Solution
Financial Advisory
Financial Advisory provides expert guidance on managing finances, including investment strategies, retirement planning, tax optimization, and risk management, helping individuals and businesses achieve their financial goals and secure their future.
Portfolio Management
Portfolio management involves the strategic selection and oversight of various financial assets to achieve specific investment goals, balancing risk and return, and ensuring alignment with the investor's objectives.
Investment Banking
Investment banking involves financial services like underwriting, mergers, acquisitions, and advisory for institutions, companies, and governments, facilitating capital raising, market making, and complex financial transactions.
Trading Services
Trading Services facilitate the buying and selling of financial instruments, such as stocks, bonds, commodities, and currencies, providing market access, execution, and support to investors and traders.
Crypto Currency
Cryptocurrency is a digital or virtual currency that uses cryptography for security. It operates independently of a central authority, enabling peer-to-peer transactions on a decentralized blockchain network.
Get In Touch
- ROTH CAPITAL PARTNERS, LLC
- Claudiaannbrandon@gmail.com
- +17704706615