Unclaimed
Jeffrey Brady has over 20 years of experience in the financial services industry. Jeffrey is currently registered with Allstate Financial Services, LLC. Jeffrey holds Series 7 and Series 66 licenses and the SIE exam. Jeffrey is licensed in Georgia and Texas. Prior to joining Allstate Financial Services, LLC, Jeffrey was employed by NCF Financial Services, Inc. and Morgan Stanley DW Inc.
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
GA
10/25/2004 - Present
Allstate Financial Services, LLC (Savannah GA)
NC
10/10/2002 - 10/04/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NY
01/01/2002 - 03/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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