Brandon Schleter

Wealth Management Advisor

For over six years Brandon Schleter has been working in different jobs. Recently, the professional worked as a Wealth Advisor in Family Financial Partners enhancing knowledge. Brandon Schleter graduated from University of Kentucky in 2013 where this person received all the knowledge and skills. Brandon Schleter has all required skills for his job, proven by the following certifications in Series 7, Series 66, and Life and Health Insurance. You can find this person in Lexington, Kentucky, where he is located nowadays. SoftwareOfficial has all the information you need to be in touch with Brandon Schleter, such as this person's phone or email. Send the request to get additional data.
Name variants:
Branden Schleter, Brand Schleter, Brandy Schleter
Last updated Jul 04, 2024

Contact Information

Last Update
Jul 9, 2022
Location
Lexington, KY

Workplace

Family Financial Partners
Wealth Advisor

Lexington, KY

Industry

Financial Services, Management Consulting Services

Work History

Wealth Advisor

1792 Alysheba Way SUITE 201, Lexington, KY 40509
Apr 2015 — Mar 2019

Wealth Management Advisor

250 west Main St SUITE 3150, Lexington, KY 40507
from Mar 2019

Compliance Officer

Review firms policies and practices to ensure firm maintains compliance with regulatory standards of FINRA and SEC. Works under Kentucky Department of Financial Institutions to assure all tr...
Jul 2014 — Mar 2015

Clinical Supervisor

Assist the physician in various medical procedures, including but not limited to sterile preparation of eye pre-injection, measurements of intraocular pressure, visual acuity readings, order...
Jun 2013 — Jul 2014

Occupations

Advisor
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper

Skills

Management
Finance
Healthcare
Public Speaking
Cell Culture
Microsoft Office
Customer Service
Teaching
Hospitals
Healthcare Management
Powerpoint
Series 7
Series 66
Life and Health Insurance Licenses
Long Term Care Insurance
Disability Insurance
Term Life Insurance

FAQs about Brandon Schleter

What's the main profession of Brandon Schleter?

Brandon is a Wealth Management Advisor.

What are the main profession of This professional?

These person's professions are Advisor

Where does Brandon Schleter live?

The expert lives in Lexington, Kentucky.

How many companies did Brandon Schleter work at?

Brandon Schleter worked at four jobs.

What education does Brandon Schleter have?

Brandon studied at the University of Kentucky from 2009 to 2013.

What are the certifications of Brandon Schleter?

The professional received the following certifications: Series 7, Series 66, Life and Health Insurance, Financial Industry Regulatory Authority (Finra), Nasaa, and Kentucky Department of Insurance.

What is the industry that Brandon Schleter is connected to?

This professional works in Financial Services industry.

Are there any skills, that Brandon Schleter has?

This professional has skills in the following areas: Management, Finance, Healthcare, Public Speaking, Cell Culture, Microsoft Office, Customer Service, Teaching, Hospitals, Healthcare Management, and Powerpoint.
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