Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Quinn Philemon is a financial advisor associated with Florida Financial Advisors, LLC. Brady Quinn Philemon has been in the industry since April 2024. Brady Quinn Philemon is a registered representative with Florida and North Carolina and has passed the Series 63, 65, 6TO and SIE exams. Brady Quinn Philemon is registered with FINRA and the state of North Carolina. Brady Quinn Philemon is also associated with Trinity Wealth Securities, LLC as a Registered Representative and also has another firm relationship with Florida Financial Insurance. Brady Quinn Philemon provides financial planning services to individuals and businesses and is also involved in portfolio management for individuals and businesses.
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.
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.
2% of net worth or assets for financial planning clients
1
2
NC
04/04/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
BC
Issued 07/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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