Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Brady is a financial advisor with Thepartners Wealth Management, a firm based in Monterey, CA. Matthew James Brady has been in the industry since November 10, 1992 and has experience with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc.. Matthew James Brady is registered in 10 states and holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Matthew James Brady is a dedicated advisor who provides investment advice to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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.
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2
CA
08/18/2023 - Present
Thepartners Wealth Management (CARMEL BY THE SEA CA)
FL
01/12/2018 - 08/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PONTE VEDRA BEACH FL)
FL
02/13/2009 - 01/12/2018
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
FL
11/10/1992 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
CT
12/08/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 02/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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