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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brady is a financial advisor with over 10 years of experience in the industry. Currently, Timothy Brady is registered with Raymond James & Associates, Inc. as a Registered Representative and Investment Adviser Representative. Timothy Brady previously worked at USAA Financial Advisors, Inc. and Edward Jones. Timothy Brady holds the Series 3, Series 7, Series 63, and Series 66 licenses. Timothy Brady also holds the SIE exam. Timothy Brady has provided financial advice to individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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
FL
01/15/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/04/2015 - 01/03/2019
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
11/10/2014 - 02/09/2015
EDWARD JONES (PALM BAY FL)
CO
01/01/2014 - 10/08/2014
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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