Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Antonio, Texas. Brad has been working in the financial services industry since 1997 and has a Series 7, Series 63 and Series 65 license. Brad is also registered as an Investment Advisor Representative (IAR) in Texas. Brad has experience working with individuals, corporations, and high-net-worth clients. Brad has previously worked with Cetera Investment Services LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. Brad provides financial planning, portfolio management, and other advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
12/07/2015 - Present
Raymond James Financial Services Advisors, Inc. (SAN ANTONIO TX)
TX
03/14/2008 - 11/10/2015
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
TX
10/27/2003 - 03/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
CA
02/01/2001 - 11/03/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
03/05/1997 - 02/21/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 04/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Feldman is the right advisor for you? Invested Better is here to help.
