Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Clar is a financial advisor with over 20 years of experience in the industry. Brady is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST®. Brady is currently registered with Schwab Wealth Advisory, Inc. and is also licensed in multiple states, including Florida and Texas. Previously, Brady worked at Morgan Stanley and NYLIFE Securities LLC. Brady has extensive experience in providing portfolio management and financial planning services to individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/06/2020 - Present
Schwab Wealth Advisory, Inc. (Maitland FL)
FL
12/04/2012 - 11/27/2018
MORGAN STANLEY (WINTER PARK FL)
TX
02/21/2001 - 07/19/2012
NYLIFE SECURITIES LLC (DALLAS TX)
CT
06/05/2000 - 12/22/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NY
10/21/1999 - 01/10/2000
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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