Brandon Richard Opre

Current Employers

Employment History

• 02/2012 → 04/2017
  Ameriprise Financial Services, Inc.
  Ft Lauderdale, FL
• 04/2017 → 05/2017
  Financial Advisory Services, Llc
  Coconut Creek, FL
• 05/2017 → 01/2019
  Trusttree Financial, Llc
  Coconut Creek, FL
• 01/2019 → Present
  Trusttree Financial, Llc
  Huntersville, NC

Previous Registrations

• 2012-02-27 → 2017-05-01
  Ameriprise Financial Services, Llc
  Coconut Creek, FL
• 2009-06-01 → 2012-03-15
  Morgan Stanley
  Ft. Lauderdale, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2007-01-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Lauderdale, FL
• 2000-10-05 → 2007-01-16
  Charles Schwab & Co., Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 8712 Lindholm Dr Ste 300, Huntersville NC 28078 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Independent Insurance Agent 6.Start Date: February, 1996 7.Hours Per Month: 2 8.Market Hours Per Month: 2 9.Duties Related to Other Business: Provide potential insurance clients with insurance quotes discussing insurance options and policy features.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-24
• S63 Uniform Securities Agent State Law Examination
  1996-01-25

Designations

Other Names

• Brandon Opre