Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Harber is a financial advisor at Wells Fargo Clearing Services, LLC. Brad has been in the financial services industry since 2005 and has been registered with Wells Fargo Clearing Services, LLC since 2014. Brad holds the Series 66, Series 7, and SIE licenses. Brad has experience working with a variety of clients, including individuals, businesses, and institutions. Brad's experience working with a variety of clients makes him a well-rounded advisor who can provide a wide range of financial services.
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
IN
11/21/2014 - Present
Wells Fargo Clearing Services, LLC (MERRILLVILLE IN)
IL
11/12/2008 - 12/01/2014
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IN
11/09/2005 - 11/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
BOTH
Issued 12/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brad Harber is the right advisor for you? Invested Better is here to help.
