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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Chiesa is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brad Chiesa has been in the industry since 2019 and is licensed to sell securities in 13 states. Brad Chiesa is a Series 7, Series 63, and Series 66 licensed advisor. Brad Chiesa is a specialist in providing investment advice and services to high net worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations and state or municipal government entities. Brad Chiesa also specializes in Portfolio management for individuals, portfolio management for businesses, selection of other advisers, and educational seminars. Brad Chiesa previously worked at BOFA SECURITIES, INC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
04/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
08/30/2019 - 05/12/2022
BOFA SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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