Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brady is a financial advisor with Kelson Capital LLC, a firm that specializes in providing financial advice to clients. Robert Brady is a veteran of the financial services industry, with experience working at various financial institutions, including Roberts & Ryan Investments Inc. and Safeguard Securities, Inc. Robert Brady is a well-rounded financial professional, holding various licenses and certifications. These include the Series 7, Series 24, Series 31, and the SIE. Robert Brady can provide comprehensive financial advice and guidance to clients, helping them to 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.
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.
1
2
CT
01/13/2022 - Present
Kelson Capital LLC (STAMFORD CT)
NY
06/11/2018 - 01/31/2019
ROBERTS & RYAN INVESTMENTS INC. (NEW YORK NY)
OH
02/17/2016 - 12/31/2016
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
02/24/2010 - 04/07/2014
ANCORA SECURITIES, INC (CLEVELAND OH)
CA
05/09/2001 - 01/13/2011
CAZENAVE AND CO., INC. (SAN FRANCISCO CA)
CA
04/13/2007 - 03/25/2010
BERKELEY CAPITAL SECURITIES, L.L.C. (GRASS VALLEY CA)
MN
02/14/2001 - 04/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/14/2001 - 04/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/08/1999 - 10/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/1999 - 10/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
12/02/1997 - 07/12/1999
BEREAN CAPITAL INCORPORATED (CHICAGO IL)
CA
08/07/1995 - 11/19/1997
WESTERN SELECT SECURITIES, INC. (SAN FRANCISCO CA)
CA
06/25/1993 - 08/11/1995
YAEGER CAPITAL MARKETS, INC. (NEWPORT BEACH CA)
NA
11/03/1992 - 06/30/1993
YAEGER SECURITIES, INC.
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Brady is the right advisor for you? Invested Better is here to help.
