Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Odonnell Foley is a financial advisor with over 20 years of experience in the financial services industry. Brady is currently registered with LPL Financial LLC and holds Series 7, 24, and 66 licenses. Brady has a strong track record of providing financial advice to individuals, families, and businesses. Brady is committed to helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning. Brady has previously worked with Raymond James Financial Services, Inc. and The Advisors Group, Inc. Brady is a licensed insurance agent and is authorized to sell fixed rate annuities, life insurance, long-term care insurance, and disability insurance. Brady is also a registered representative in 37 states.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
02/17/2010 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/01/2001 - 06/22/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORONADO CA)
MD
09/10/1999 - 06/05/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 03/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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