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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 Kenneth Heindel is an investment advisor representative with 46 Peaks Investment Advisory Group. Brad is licensed to provide investment advisory services in Pennsylvania and Texas. Brad has been in the investment advisory industry since 1998. He is a Certified Financial Planner and holds Series 6, 7, 24, 31, and 63 securities licenses as well as the Series 65 investment advisor license. Prior to joining 46 Peaks Investment Advisory Group, Brad was associated with several other firms, including M Holdings Securities, Inc., AXA Advisors, LLC, Morgan Stanley DW Inc., Sanders Morris Harris Inc., IFG Network Securities, Inc., and Vanguard Marketing Corporation. Brad specializes in portfolio management for individuals and businesses, pension consulting, 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.
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.
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.
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2
PA
09/09/2022 - Present
46 Peaks Investment Advisory Group (NEWTOWN PA)
NJ
04/02/2012 - 02/10/2020
M HOLDINGS SECURITIES, INC. (PRINCETON NJ)
NJ
05/02/2005 - 04/12/2012
AXA ADVISORS, LLC (PRINCETON NJ)
NY
03/30/2004 - 03/31/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
12/03/2001 - 01/15/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
GA
04/10/2001 - 12/03/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
PA
07/24/1998 - 03/02/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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