Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Brady is a financial advisor with Planmember Securities Corp. Keith has been in the financial industry since 1997. Keith has a diverse background and has held positions with several firms, including Essex National Securities, LLC, Chase Investment Services Corp., BNY Investment Center Inc., and DJF Discount Brokers, Inc. Keith is also a Partner with South Shore Financial Services LLC, which is a non-investment related business. Keith is registered to provide investment advice in 14 states.
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.
Provides investment supervisory services
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.
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NY
05/25/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
11/13/2013 - 08/28/2014
ESSEX NATIONAL SECURITIES, LLC (WANTAGH NY)
NY
05/30/2008 - 07/03/2013
ESSEX NATIONAL SECURITIES, LLC (NEW HYDE PARK NY)
NY
10/04/2006 - 05/29/2008
CHASE INVESTMENT SERVICES CORP. (BAYSHORE NY)
NY
11/16/1999 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
08/19/1998 - 12/13/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
07/31/1998 - 09/02/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/31/1998 - 09/02/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/17/1997 - 07/24/1998
DJF DISCOUNT BROKERS, INC. (NEW YORK NY)
CA
08/30/1995 - 06/28/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 08/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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