OUR TEAM
Brandon Laday
Interests
I enjoy spending time with friends and family, rooting for NY Sports and my Alabama Crimson Tide. I listen to podcasts and audio books and enjoy finding new restaurants and experiencing different cuisine.
I relax by going out golfing and working out at the gym. I look forward to planning trips with friends and traveling to new destinations. During the summer I take advantage of cruising on my family boat and going fishing.
Education
- Bachelor of Science, Alabama University, Tuscaloosa, AL, 2017
Qualifications
- Series 7 and Series 66 held through Osaic Wealth, Inc.
- Life & Health certification
CFP® CERTIFIED FINANCIAL PLANNER® practitioner
The CERTIFIED FINANCIAL PLANNER® practitioner certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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