Unclaimed
Braydon S. Atlas is a financial advisor with PHX Financial, Inc., a registered investment advisor. Braydon is licensed to provide investment advice in eight states, including California, Delaware, Florida, Illinois, Maine, New Jersey, New York, and Texas. Braydon holds the Series 7, Series 63, and SIE licenses. He is a new advisor, having joined the industry in March of 2023.
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.
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.
1
2
NY
03/02/2023 - Present
PHX Financial, Inc. (NEW YORK NY)
BC
Issued 03/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Braydon Atlas is the right advisor for you? Invested Better is here to help.