Brandon C. Wheeling
Professional summary
Brandon Christopher Wheeling, who also goes by Brandon C Wheeling, is a registered financial professional currently at PACER FINANCIAL, INC. located in Malvern, Pennsylvania.
Brandon is registered as a RR (Registered Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brandon Christopher Wheeling's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2020 - Present
PACER FINANCIAL, INC.
Office #1: 500 Chesterfield Parkway, Malvern, PA 19355February 4, 2020 - September 18, 2020
INLAND SECURITIES CORPORATION
February 26, 2018 - February 11, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/6/2020)
(10/6/2020)
(10/6/2020)
(10/6/2020)
Exams
Series 7TO
Date: 12/11/2019
General Securities Representative ExaminationFINRA
Current Firm
PACER FINANCIAL, INC.
CRD#: 137040 / SEC#: , 8-67061
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMSON, JOE MCKEE | PRESIDENT | 718569 |
| OHARA, SEAN EDWARD | DIRECTOR | 1312483 |
| BRADBARD, ASHLEE ANN THOMSON | SR. VICE PRESIDENT | 5761850 |
| THOMSON, JOANN MARIE | SECRETARY/TREASURER | 5086499 |
| ZELLER, KIMBERLY L. T. | VICE PRESIDENT | 5774669 |
| JOHNSON, JEFFREY SHAWN | CHIEF COMPLIANCE OFFICER | 5508770 |
| MILLER, JOHN STEVENSON | FINOP | 2139980 |
Red Flags
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