Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Neves is an investment advisor representative who has been in the industry since 2011. Brad currently holds a Series 6, 7, 24 and 65 license and has been active in the state of Utah since 2010, working with individuals and institutions to meet their financial goals. Brad has worked with Cetera Investment Advisers LLC since 2023, but has previous experience at Voya Financial Advisors, Inc. and Securities Management & Research, Inc. In addition to advising clients, Brad is also an owner and manager of several businesses including Neves Insurance LLC Nobility Wealth Management and NFG Brokerage, LLC. Brad provides a range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
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 04/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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