Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Jeffrey Davis is a financial advisor with over 25 years of experience in the industry. Brad currently is registered with Fidelity Personal And Workplace Advisors and has been with them since July 2018. Prior to that, Brad was with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Brad is licensed to provide financial advice in 45 states.
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.
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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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
04/27/2010 - 06/17/2010
TD AMERITRADE, INC. (AUSTIN TX)
TX
04/06/2006 - 04/14/2010
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
RI
01/14/1997 - 02/06/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
09/10/1996 - 09/19/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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