Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melody? Claim Your ProfileMelody Brady is an investment advisor representative for Xypn Invest, a firm with 15 investment advisor representatives. Melody Brady has been in the industry since 2011 and is registered in Ohio. Melody Brady holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Melody Brady is also a Certified Financial Planner and a Chartered Financial Consultant. Melody Brady works with clients to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MT
02/12/2024 - Present
Xypn Invest (BOZEMAN MT)
TX
09/10/2014 - 12/08/2023
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
07/25/2011 - 09/11/2014
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 10/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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