Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Lierz is an investment advisor representative at Stephens. Brady is registered to provide investment advisory services in Arkansas, Kansas, and Texas. Brady has been in the securities industry since November 2021 and is registered with FINRA and several states. Brady's focus is on providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Brady has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Brady received his Series 66, Series 86, Series 87, and Series 7TO licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/14/2022 - Present
Stephens (Overland Park KS)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/16/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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