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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 David Wexler is a financial advisor registered with BCG Securities, Inc. Brad has been in the financial industry since July 1993. Brad is licensed in Pennsylvania. Wexler has been affiliated with BCG Securities, Inc. since August 2019. Prior to that, Brad was affiliated with KESTRA INVESTMENT SERVICES, LLC, PFIC SECURITIES CORPORATION, NFA BROKERAGE SERVICES, INC., and INVESTACORP, INC. Brad has passed the Series 63, 65, 7, 24, and SIE exams. Wexler's specializations include Portfolio Management for Individuals and Businesses, as well as Financial Planning and Selection of Other Advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/22/2019 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
PA
11/30/2004 - 08/25/2017
KESTRA INVESTMENT SERVICES, LLC (BERWYN PA)
TN
03/02/2004 - 11/16/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
PA
04/18/1995 - 02/25/2004
NFA BROKERAGE SERVICES, INC. (DRESHER PA)
FL
07/24/1991 - 04/18/1995
INVESTACORP, INC. (MIAMI FL)
IA
Issued 03/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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