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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Marzano is an investment advisor representative with Global Retirement Partners LLC. Brad is licensed in Ohio and has over 20 years of experience in the financial industry. Brad specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Brad has a Series 65, Series 63, and Series 7 licenses. Brad previously worked at Charles Schwab & Co., Inc. and IAR Securities Corp.
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.
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2
OH
07/10/2023 - Present
Global Retirement Partners LLC (Cleveland OH)
OH
07/30/2001 - 12/31/2011
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
NY
11/03/2000 - 06/07/2001
IAR SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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