Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Christopher McBrair is a financial advisor with Wells Fargo Clearing Services, LLC based in Westport, CT. Brad has been in the financial industry since 2004. Brad works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies and banking or thrift institutions. Brad holds Series 6, 7, 63 and 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
03/28/2018 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
05/06/2011 - 10/14/2015
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
06/10/2010 - 05/04/2011
AXA ADVISORS, LLC (STAMFORD CT)
CO
03/21/2006 - 06/03/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
10/04/2004 - 03/03/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MA
02/18/2004 - 09/22/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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