Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Garr is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Brady Garr has been working in the financial services industry for over 12 years, since 2011. Brady Garr is licensed to sell securities in 35 states and is also an investment advisor representative in 2 states. Brady Garr is registered as a principal with Wells Fargo Clearing Services, LLC. Brady Garr has passed the Series 66, Series 7, Series 9, Series 10, and SIE exams. Brady Garr has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CO
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOULDER CO)
CO
05/23/2011 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGMONT CO)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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