Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brady is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since January 7, 1995. Michael is registered to provide investment advice in Colorado, Texas, and the Virgin Islands. Michael has also been registered with multiple other firms in the past including QA3 Financial Corp., Agile Securities, Inc., Linsco/Private Ledger Corp., and Bentley-Lawrence Securities, Inc. Michael has a diverse background in the financial services industry and has extensive experience in portfolio management for individuals and businesses. Michael is also a licensed insurance agent and a Notary Public. Michael is committed to providing personalized financial advice and services to help clients reach 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
11/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (BOULDER CO)
CO
10/17/2008 - 02/11/2011
QA3 FINANCIAL CORP. (BOULDER CO)
CO
02/08/1996 - 11/16/2006
AGILE SECURITIES, INC. (BOULDER CO)
SC
12/06/1993 - 02/21/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
08/09/1991 - 12/16/1991
BENTLEY-LAWRENCE SECURITIES, INC. (TROY MI)
IA
Issued 01/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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