Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Lundberg is an investment advisor representative with Edward Jones, a firm with a long history of serving individuals and families with their financial needs. Brad has been in the financial services industry since 1996, earning both his Series 7 and Series 63 licenses. In 2006, Brad also received his Series 65 license. His experience and expertise in the financial markets have enabled him to provide valuable advice and guidance to his clients. Brad is dedicated to providing personalized financial planning services, helping his clients achieve their financial goals.
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
CO
08/26/2014 - Present
Edward Jones (MONUMENT CO)
PA
03/17/1997 - 07/09/2002
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
FL
08/09/1996 - 04/03/1997
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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