Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Smith is a financial advisor registered with Fidelity Personal And Workplace Advisors. Brady has been a registered representative in the securities industry since December 2006. Brady is currently licensed in Texas and Utah. The advisor is registered with the state of Texas as a Registered Investment Advisor (IA). Brady has been a registered IA in Utah since 2018 and is also registered in Utah as a Registered Representative. Brady has an extensive background in the securities industry and has held various positions with Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services, LLC. Brady has experience in a wide range of financial products and services. Brady's areas of expertise include: financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SOUTH JORDAN UT)
BOTH
Issued 12/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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