Unclaimed
Brad Senz is a financial advisor with over 15 years of experience in the financial services industry. Brad is currently registered with Fidelity Brokerage Services LLC and has been active in the industry since 2007. Brad has a strong background in securities and has held a variety of roles within the industry. Brad holds several licenses and certifications including Series 6, 7, 9, 10, 63 and 66.
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.
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.
1
2
NH
01/18/2008 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
02/23/2007 - 11/14/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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