Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Brady is a registered investment advisor representative, active in the industry since 2006. Stephanie has been affiliated with Wells Fargo Advisors Financial Network, LLC since May 2024, and previously worked with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc.. Stephanie specializes in providing financial planning and investment consulting services to individuals and businesses. Stephanie is licensed in 34 states, and holds FINRA licenses 7 and 66, as well as the SIE exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
MN
05/06/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GOLDEN VALLEY MN)
MN
05/01/2014 - 05/06/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
10/06/2006 - 03/07/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Brady is the right advisor for you? Invested Better is here to help.
