Unclaimed
Brad Reed Brazil is a financial advisor registered with Ameriprise Financial Services, LLC. Brad has been in the financial services industry for 20 years. Brad's office is located in Elko, Nevada. Brad holds the Series 66, 63, 7TO, and SIE licenses. Brad also holds the Series 7 license. Brad has been registered with Ameriprise Financial Services, LLC since May 2023. Brad's previous experience includes working for Great Eastern Securities, Inc. in New York. Brad's specializations include asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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
NV
08/09/2023 - Present
Ameriprise Financial Services, LLC (Elko NV)
NY
05/07/2004 - 12/31/2005
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
NY
04/24/2003 - 11/17/2003
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 07/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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