Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Wingler is a financial advisor with over 29 years of experience in the industry. Brad is registered with the state of Ohio as both a Registered Representative (RR) and an Investment Advisor Representative (IAR). Brad also holds Series 7, Series 31, Series 63, Series 65 and SIE licenses. Brad is currently employed by Oneseven in Beachwood, Ohio and is also a registered Investment Advisor Representative (IAR) with MGO, Inc.. Brad has a strong history of working with high-net-worth individuals, corporations, and charitable organizations. Brad is an active member of the financial services industry and is committed to providing his clients with the highest level of service. Brad is also committed to giving back to his community and is involved in a number of charitable organizations.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
12/06/2022 - Present
Oneseven (BEACHWOOD OH)
OH
10/03/2006 - 01/05/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
03/03/2006 - 10/16/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OH
07/26/2004 - 02/15/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
11/29/2001 - 07/23/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/30/1999 - 01/23/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
08/04/1997 - 01/23/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 09/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/18/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
11/20/1995 - 08/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
08/13/1993 - 12/01/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Wingler is the right advisor for you? Invested Better is here to help.
