Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Steven Brady is a financial advisor with Equitable Advisors, LLC. David has been in the financial industry since 1996 and holds licenses in several states, including Arizona, California, Florida, Iowa, New York, North Carolina, and Texas. David has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. David offers financial planning, portfolio management, and pension consulting services. David is also an independent agent who sells and services fixed insurance products and Medicare Insurance.
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
NY
05/24/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
06/20/2011 - 12/20/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/03/2010 - 06/22/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
02/27/2007 - 11/02/2010
PRESTIGE FINANCIAL CENTER, INC. (MELVILLE NY)
NY
04/27/2004 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/26/2001 - 04/27/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
09/24/1999 - 04/11/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
06/25/1997 - 10/19/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
09/09/1996 - 05/27/1997
H G I (JERICHO NY)
BOTH
Issued 04/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Brady is the right advisor for you? Invested Better is here to help.
