Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Schenk is a financial advisor in Amarillo, Texas. Brady has been a registered representative for over 14 years and holds several professional licenses, including Series 7, 6, 31, 63, 65, and 66. Brady's current employment is with Morgan Stanley, a well-known financial services firm. Brady has a strong commitment to the community and is a Board Member of the Finance Committee for "Another Chance House."
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
12/16/2021 - Present
Morgan Stanley (Amarillo TX)
CA
11/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)
CA
01/24/2008 - 06/12/2008
AIG FINANCIAL ADVISORS, INC. (VALENCIA CA)
BC
Issued 02/03/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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