Unclaimed
Brad Glickman is a financial professional with over 27 years of experience in the financial services industry. Brad is a CERTIFIED FINANCIAL PLANNER™ professional. Brad is currently registered with Maryland Financial Group, Inc. Previously, Brad was registered with NFP Advisor Services, LLC and FSC Securities Corporation. Brad is a Series 66, Series 7, and SIE licensed professional. Brad has a strong track record of providing financial advice to individuals, families, and businesses. Brad is committed to helping clients achieve their financial goals.
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.
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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MD
05/21/2015 - Present
Maryland Financial Group, Inc. (ROCKVILLE MD)
MD
09/12/2002 - 06/02/2015
NFP ADVISOR SERVICES, LLC (CHEVY CHASE MD)
GA
12/20/1995 - 09/13/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 12/02/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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