Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Erickson is a registered representative with Planmember Securities Corp. Brad has been in the financial industry since 2020 and has experience working with a variety of clients, including individuals, corporations, and pension plans. Brad holds a Series 63 and Series 65 license as well as Series 6TO and SIE exams. Brad's other businesses include serving as a Math Consultant for the Ingham Intermediate School District and a member of the Compensation Committee for Vevay Township. Brad's current employment is with Planmember Securities Corp. Brad has experience with investment supervisory services, financial planning, pension consulting, and educational seminars.
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.
Provides investment supervisory services
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.
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2
MI
12/07/2020 - Present
Planmember Securities Corp. (Grandville MI)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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