Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Bersh is a financial advisor with over 20 years of experience in the industry. Brad is a Registered Representative and Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Brad holds Series 7, 9, 10, 63 and 65 licenses and is registered in 28 states. Brad is a highly experienced and qualified professional dedicated to providing personalized financial advice and guidance to clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
02/03/2017 - Present
Ameriprise Financial Services, LLC (Marco Island FL)
FL
06/01/2009 - 02/09/2017
MORGAN STANLEY (MARCO ISLAND FL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
04/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
MO
10/31/2000 - 04/26/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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