Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Bernkrant is a financial advisor registered with Edward Jones. Brad has been working in the securities industry since January 7, 2010. Brad holds the Series 3, 7, and 66 licenses. Brad is also registered with the following states: Alaska, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Oregon, Rhode Island, South Carolina, Tennessee, Virginia, Washington, and Wisconsin. Brad holds the Chartered Financial Consultant designation. Brad is also the president of A Courteous Adv Agency, Inc., a notes receivable company in Satellite Beach, Florida. Brad is also a partner in B2Z LLC, a real estate holding company in Middletown, Delaware.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/18/2011 - Present
Edward Jones (COCOA BEACH FL)
NA
08/30/1991 - 01/29/1992
LEHWALD, OROSEY & PEPE INCORPORATED
NA
11/25/1988 - 09/18/1989
MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC.
NA
11/25/1988 - 09/18/1989
MARCUS, STOWELL & BEYE, INC.
NA
06/09/1988 - 11/22/1988
U.S. ASSOCIATES OF FLORIDA, INC.
NA
05/25/1988 - 06/18/1988
FIRST STATE INVESTMENTS, INC.
BOTH
Issued 10/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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