Unclaimed
Christopher Brady is a financial advisor with over 27 years of experience in the industry. Christopher currently works for Osaic Wealth, Inc. based in Scottsdale, Arizona and is licensed to provide advisory services in various states. Christopher is a Certified Financial Planner and has expertise in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DORAL FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DORAL FL)
FL
04/25/2002 - 07/17/2020
INVESTACORP, INC. (DORAL FL)
FL
07/18/2001 - 04/26/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
09/28/2000 - 07/24/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/02/1998 - 11/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
02/28/1997 - 06/19/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/28/1997 - 06/19/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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