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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 Maurer is a financial advisor registered in California and Texas. Brad Maurer works for Edelman Financial Engines and is based in Anaheim, CA. Brad Maurer specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Brad Maurer has over 20 years of experience in the industry. Previous employers include BANCWEST INVESTMENT SERVICES, INC., GRANT WILLIAMS L.P., BRINKER CAPITAL SECURITIES, INC., PERSHING LLC, LOCKWOOD FINANCIAL SERVICES, INC., FIRST UNION SECURITIES, INC., PNC BROKERAGE CORP, and MIMLIC SALES CORPORATION.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
03/18/2021 - Present
Edelman Financial Engines (ANAHEIM CA)
CA
07/01/2015 - 12/06/2017
BANCWEST INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
PA
08/13/2013 - 12/02/2014
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
05/17/2010 - 08/08/2012
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
03/14/2008 - 05/21/2009
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
05/18/2004 - 12/12/2007
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
NJ
12/15/2003 - 05/12/2004
PERSHING LLC (JERSEY CITY NJ)
PA
05/04/2001 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
MO
10/11/2000 - 04/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
PA
07/14/1997 - 09/15/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
MN
04/30/1996 - 08/12/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 07/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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