Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Carlson is a financial advisor with over 25 years of experience in the industry. Brad is currently registered with PNC Investments in Troy, MI and holds Series 63, 65, 7, 8, 9, 10 and SIE licenses. Brad has previously worked with NatCity Investments, Inc., H&R Block Financial Advisors, Inc., and Morgan Stanley DW Inc. Brad's specializations include portfolio management for individuals, portfolio management for businesses, 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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/03/2010 - Present
PNC Investments (TROY MI)
MI
07/03/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (LAKE ORION MI)
MI
06/18/2002 - 05/23/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
10/12/2001 - 06/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
03/01/1996 - 10/16/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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