Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Alan Greenbaum is a financial professional with over 28 years of experience in the industry. Brad has been a Registered Representative with Cetera Investment Advisers LLC since 2013. Brad is also a Registered Investment Advisor in both New Jersey and Texas. Previously, Brad worked with Tower Square Securities, Inc. and Advantage Capital Corporation. Brad is also a corporate officer for Altigro Pension Services, Altigro Benefit Services and Altigro Resource Group, Inc. Brad specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
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2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FAIRFIELD NJ)
NJ
07/30/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (FAIRFIELD NJ)
GA
11/16/1994 - 07/31/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 01/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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