Brayden Taft
Investment Specialist at Sofi
Based in Midvale, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Midvale
Industry
Financial Services
Company size
6K
Contact information
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b•••••••@sofi.com
Phone
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Background
About Brayden Taft
Dean's List recipient while pursuing my degree in Economics with a minor in Business. Post graduation, joined successful wealth management teams at Merrill Lynch. Pursued full FINRA registrations Series 7, SIE and Series 66 registered. Successfully ranked in the Top 100 client associate summit award multiple years during my time with Merrill Lynch. Served as the Client Associate Coach at Merrill as a source of information and assistance to colleagues. Began pursuing my goal of becoming a financial advisor in the fall of 2022 studying for the CFP registration through the University of Utah. Completed all classes and successfully passed the CFP exam in November of 2023. Enjoy staying active and being social. Spend my personal time with my dog Ziggy, my first mate. Summers you can find us sailing at Bear Lake.
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