Unclaimed
Brad Bender is a financial advisor registered with Janney Montgomery Scott LLC. Brad has been working in the financial services industry since November 2007. Brad is currently registered with the state of Pennsylvania as both a broker-dealer and investment advisor. Brad has been with Janney Montgomery Scott LLC since July 2021. Before joining Janney Montgomery Scott LLC, Brad was with Bank of America, N.A. from November 2009 to July 2021. Brad's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 2007 to July 2021.
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.
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.
Fee plus commission
1
2
PA
07/15/2021 - Present
Janney Montgomery Scott LLC (MOOSIC PA)
TN
11/02/2007 - 07/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brad Bender is the right advisor for you? Invested Better is here to help.