Unclaimed
Brady Murray is a financial professional with over 18 years of experience in the financial services industry. Brady is currently a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC in Lehi, Utah. Brady has held previous positions with several other firms, including ONEAMERICA SECURITIES, INC., BENEFICIAL INVESTMENT SERVICES, INC., EQUITY SERVICES, INC. and PARK AVENUE SECURITIES LLC. Brady holds a Series 6, Series 7, Series 24, Series 63 and Series 65 securities license. Brady is also a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation programs and educational seminars. Brady is registered to offer investment advisory services in Texas and Utah.
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 programs
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.
Solicitors fees
1
2
UT
05/22/2013 - Present
MML Investors Services, LLC (Lehi UT)
ID
10/06/2009 - 04/09/2013
ONEAMERICA SECURITIES, INC. (BOISE ID)
UT
07/20/2007 - 10/02/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
UT
08/26/2005 - 08/09/2007
EQUITY SERVICES, INC. (LOGAN UT)
NY
04/11/2005 - 08/11/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 10/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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