Unclaimed
Kevin Brady is an Investment Advisor Representative at MJP Wealth Advisors with over 6 years of experience in the financial industry. Kevin is a Certified Financial Planner and holds the Series 65 license. Kevin has experience providing financial planning, pension consulting, selection of other advisors and portfolio management services for individuals, businesses, and charitable organizations. Kevin has worked with clients across Connecticut. MJP Wealth Advisors is based in Farmington, CT. Kevin specializes in working with high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mjp online advisor service
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
CT
12/04/2018 - Present
MJP Wealth Advisors (Westport CT)
IA
Issued 02/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kevin Brady is the right advisor for you? Invested Better is here to help.