Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Ernest Neves is a financial advisor registered with Cetera Investment Advisers LLC. Brad has been working in the financial services industry for more than ten years and has been a registered investment advisor representative since 2012. Brad has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Brad has a diverse background in financial services, including experience in insurance sales, investment management, and financial planning. Brad is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDVALE UT)
UT
06/21/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)
UT
05/07/2010 - 05/02/2011
SECURITIES MANAGEMENT & RESEARCH, INC. (OGDEN UT)
IA
Issued 4/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 5/6/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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