Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Paul Harris is a financial advisor with Fidelity Personal AND Workplace Advisors, based in WESTLAKE, TX. Brady has been in the financial industry since 2014. Brady has a strong track record of providing financial advice to individuals, families and businesses. Brady holds a Series 66 license and is a Certified Financial Planner. Brady is dedicated to helping clients achieve their financial goals. Brady is also registered in multiple states as both a Broker/Dealer and an Investment Advisor Representative.
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
TX
05/29/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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