Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Brady is a financial advisor with over 30 years of experience in the industry. Alfred is currently registered with MBR Financial, a Registered Investment Advisor headquartered in Houston, Texas. Alfred has held previous positions with PURSHE KAPLAN STERLING INVESTMENTS, FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and CIGNA FINANCIAL ADVISORS,INC.. Alfred is a Series 63, 66, 7, and SIE licensed advisor. Alfred specializes in providing financial planning and investment advice to individuals and high-net-worth individuals. MBR Financial is a Registered Investment Advisor (RIA) that provides financial planning, investment management, and other wealth management services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/29/2013 - Present
MBR Financial (HOUSTON TX)
TX
09/27/2013 - 11/02/2020
PURSHE KAPLAN STERLING INVESTMENTS (HOUSTON TX)
TX
03/31/2003 - 10/01/2013
FSC SECURITIES CORPORATION (HOUSTON TX)
AZ
12/01/2000 - 07/24/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
05/02/2000 - 12/04/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/04/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/05/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 08/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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