Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Dwayne Farnsworth is a financial advisor registered with the state of Ohio and the state of Florida. He is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (Series 7) and has earned the Securities Industry Essentials (SIE) exam. Brad has been in the securities industry since August 21, 2008. He is currently employed by Valmark Advisers, Inc., where he is a Registered Representative and Investment Advisor Representative. Brad is also a Vice President and Office Manager for Farnsworth Financial Services, Inc., a related business that he works with for approximately 40 hours per month. Brad's investment related specializations include Retirement Planning, College Savings Planning, Insurance and Annuities, Mutual Funds and ETFs, Fixed Income, and Alternative Investments.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
07/23/2009 - Present
Valmark Advisers, Inc. (NEWARK OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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