Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Kreiner is a financial advisor who has been active in the industry since 1979. Brad is a registered representative with Park Avenue Securities LLC. He is a Certified Financial Planner with experience in financial planning, educational seminars and portfolio management for individuals. Brad has been registered with the State of Michigan since 2010 and holds active registrations in Colorado, Florida, Massachusetts and Minnesota. Brad has worked with several firms throughout his career including Lincoln Financial Advisors Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Signator Investors, Inc., and Park Avenue Securities LLC. Brad works from the Southfield, Michigan branch of Park Avenue Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
MI
11/21/2024 - Present
Park Avenue Securities LLC (SOUTHFIELD MI)
MI
09/23/2008 - 10/27/2010
PARK AVENUE SECURITIES LLC (TROY MI)
MI
05/25/1999 - 09/09/2008
SIGNATOR INVESTORS, INC. (TROY MI)
NY
06/05/1997 - 05/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
02/10/1982 - 05/19/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/30/1979 - 05/19/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
02/10/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
01/01/1985 - 11/06/1986
MANEQUITY, INC.
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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