Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Melsa is a financial advisor with over 20 years of experience in the industry. Brad is currently registered with Raymond James Financial Services Advisors, Inc., and has previously been registered with Commonwealth Financial Network, CUNA Brokerage Services, Inc., MML Investors Services, Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., and PFS Investments Inc. Brad is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
09/20/2022 - Present
Raymond James Financial Services Advisors, Inc. (Eagan MN)
MN
05/21/2012 - 08/18/2022
COMMONWEALTH FINANCIAL NETWORK (ROCHESTER MN)
MN
11/30/2009 - 05/22/2012
CUNA BROKERAGE SERVICES, INC. (BROOKLYN CENTER MN)
MN
01/22/2009 - 11/02/2009
MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)
MN
01/24/2008 - 10/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (RICHFIELD MN)
MN
03/12/2007 - 02/05/2008
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
GA
06/03/1997 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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