Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Chamness is a financial advisor with over 30 years of experience in the industry. Brad has been registered as a broker-dealer with Raymond James Financial Services Advisors, Inc. since 2017. Previously, Brad was with UBS Financial Services Inc. and Morgan Stanley. Brad holds Series 7, 9, 10, 63 and 65 securities licenses. Brad is also a Registered Investment Advisor (RIA) in Florida and Texas. Brad offers financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Brad has a strong track record of success in helping 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.
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
FL
09/18/2020 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
FL
10/08/2010 - 01/24/2017
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 10/29/2010
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
03/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
NY
07/31/1993 - 04/06/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/10/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 3 - National Commodity Futures Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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