Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Wittusen is a financial advisor with over 20 years of experience in the industry. Brad is currently registered with Raymond James Financial Services Advisors, Inc., and has previously held positions with Wells Fargo Advisors Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Goldman, Sachs & Co.. Brad holds Series 63, 66, 7 and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
07/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
UT
12/04/2008 - 07/30/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
11/12/2003 - 12/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
NY
06/25/2002 - 10/14/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/16/1998 - 04/09/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 11/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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