Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Greenbaum is a financial advisor currently associated with Cetera Investment Advisers LLC. Brad is a veteran of the financial services industry, having started his career in 1994. Brad has a broad range of experience, holding various positions in the financial industry.
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 1/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/5/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/13/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 9/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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