Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Michael Houtz is a financial advisor currently registered with Raymond James Financial Services, Inc. in Lancaster, Pennsylvania. Brad has been in the securities industry since June 2, 2019. Brad is Series 7, Series 63 and SIE licensed and holds a current registration with the state of Pennsylvania. Brad previously worked for WELLS FARGO CLEARING SERVICES, LLC.
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.
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.
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2
PA
08/28/2023 - Present
Raymond James Financial Services, Inc. (LANCASTER PA)
PA
06/03/2019 - 09/01/2023
WELLS FARGO CLEARING SERVICES, LLC (WYOMISSING PA)
BC
Issued 06/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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