Unclaimed
Brayden Dunning is an investment advisor representative at Raymond James Financial Services Advisors, Inc., with a focus on financial planning, portfolio management, and pension consulting. Brayden Dunning is registered with the state securities regulators of 18 states, including Arizona, California, Colorado, Idaho, Kansas, Kentucky, Maryland, North Carolina, North Dakota, Oregon, Texas, Virginia, Washington, Wisconsin, and Wyoming. Brayden Dunning has been active in the financial services industry since September 23, 2018, and holds the SIE, Series 7, and Series 66 licenses. Brayden Dunning is a partner in BDWM.LLC and Dunning Estates, a property rental and agricultural operation. Brayden Dunning also operates a family farm and manages other investment properties.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
09/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Caldwell ID)
BOTH
Issued 11/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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