Brad Matos (CRD# 7256178) is an Investment Advisor Representative working at Achieving Veritas LLC in Saint Augustine, FL and has over 3 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Achieving Veritas LLC | St. Augustine, FL | Mar 2024 - Current | < 1 |
| Totus Tuus Consulting | St. Augustine, FL | Jan 2024 - Current | < 1 |
| International Languages Service, Inc. | Orange Park, FL | Mar 2023 - Current | 1 |
| Finch Investment Group | Jacksonville, FL | Jan 2021 - Jan 2024 | 3 |
| Full Time Student | Jacksonville, FL | Aug 2010 - Jun 2022 | 11 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Aug 2020 - Dec 2020 | < 1 |
| Southeastern Grocers | Jacksonville, FL | Oct 2017 - Jun 2019 | 1 |
| International Languages Service, Inc. | Jacksonville, FL | Nov 2016 - Oct 2017 | < 1 |
| Levin Corp/early Upgrade | Jacksonville, FL | Aug 2015 - Aug 2016 | 1 |
| Johns Manville | Jacksonville, FL | May 2016 - Jul 2016 | < 1 |
| Csx | Jacksonville, FL | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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