Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Zaglin is a financial advisor with over 23 years of experience in the industry. Brad is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 35 states. Brad's experience includes working with individuals, families, businesses, and institutions. Brad has a strong track record of helping clients achieve their financial goals. Brad specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (COMMACK NY)
NY
08/28/2023 - 06/14/2024
SECURITIES AMERICA, INC. (COMMACK NY)
NY
09/28/2021 - 08/31/2023
NEWBRIDGE SECURITIES CORPORATION (COMMACK NY)
NY
11/18/2015 - 10/06/2021
WORDEN CAPITAL MANAGEMENT LLC (Commack NY)
NY
06/22/2010 - 11/17/2015
ROCKWELL GLOBAL CAPITAL LLC (Syosset NY)
NY
01/26/2009 - 06/22/2010
FIRST MIDWEST SECURITIES, INC. (FARMINGDALE NY)
NY
02/06/2006 - 01/26/2009
NEWBRIDGE SECURITIES CORPORATION (FARMINGDALE NY)
TN
01/04/2005 - 02/06/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
04/15/2004 - 12/31/2004
CANTELLA & CO., INC. (MALDEN MA)
NY
11/20/2002 - 04/19/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
09/27/2000 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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