Unclaimed
Brady Aymond is a financial advisor who has been in the industry since 2010. Brady is registered with the state of Texas as an investment advisor representative and is also registered as a Registered Representative with FINRA. Brady currently works for Fidelity Personal And Workplace Advisors. Brady previously worked at Hancock Whitney Investment Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Brady offers financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
TX
02/08/2022 - Present
Fidelity Personal AND Workplace Advisors (LIVINGSTON TX)
LA
08/14/2017 - 09/28/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (LAFAYETTE LA)
LA
07/06/2016 - 08/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAFAYETTE LA)
LA
10/01/2012 - 06/02/2016
J.P. MORGAN SECURITIES LLC (LAFAYETTE LA)
LA
06/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE LA)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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