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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 Nicholas Parpan is a financial advisor with over 25 years of experience in the industry. Brad has worked with several firms including Morgan Stanley, UBS Financial Services Inc. and National Securities Corporation. Brad is currently registered as a representative with Morgan Stanley and holds Series 7, 31, 63, 65 and SIE licenses. Brad has a specialization in asset allocation advice, financial planning and pension consulting. Brad offers a wide range of services to individuals and businesses, including investment management, portfolio management, and financial planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/13/2016 - Present
Morgan Stanley (West Palm Beach FL)
NY
02/02/2007 - 05/24/2016
UBS FINANCIAL SERVICES INC. (JERICHO NY)
NY
10/03/2001 - 02/06/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
01/12/2001 - 10/08/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
10/22/1998 - 01/23/2001
MORGAN, TAYLOR & ASSOCIATES, INC. (MINEOLA NY)
FL
04/04/1997 - 10/22/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
01/10/1997 - 04/14/1997
ALDEN CAPITAL MARKETS, INC. (NEW YORK NY)
IA
Issued 12/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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