Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bray? Claim Your ProfileBray Hansel is an investment advisor representative with Sterling Investment Advisors Ltd. Bray has been in the financial industry since 2011 and has been with Sterling Investment Advisors Ltd. since 2017. Bray is registered with the state of Pennsylvania and Texas. Bray holds the Series 6, 7, 63, and 65 licenses. Bray has a background in finance and has a strong understanding of the investment markets. Bray is a Certified Financial Planner and a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and charitable organizations. Bray is committed to providing clients with personalized service and helping them achieve their financial goals. In addition to their work at Sterling Investment Advisors Ltd., Bray also coaches soccer for a local academy and works as an independent insurance agent.
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.
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.
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2
PA
11/24/2021 - Present
Sterling Investment Advisors Ltd. (BERWYN PA)
PA
06/07/2011 - 07/19/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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