Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Stanek is a financial advisor with over 25 years of experience in the industry. Brad currently works for Morgan Stanley. Brad holds the Series 7, 31, and 63 licenses. Brad is registered as a broker-dealer and an investment advisor in 50 states. Brad has a large client base of both high net worth individuals and institutions, including insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and corporations. Brad provides financial planning, portfolio management, asset allocation advice, 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.
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
IL
09/28/2016 - Present
Morgan Stanley (Chicago IL)
IL
03/27/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/30/1993 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IA
Issued 07/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1993
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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