Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Novak is a financial advisor at Osaic Wealth, Inc. Bradley has been working in the financial services industry since April 13, 2003. Bradley has experience in providing financial advisory services and life insurance, fixed annuity, and long-term care insurance solutions. Bradley also serves on the Finance Council of the Blessed Sacrament Church. Bradley has a Series 66, Series 7, and SIE license. Bradley is also a Certified Financial Planner. Bradley is registered in Arizona, Colorado, Iowa, Minnesota, Mississippi, Missouri, North Dakota, and South Dakota. Bradley is a Registered Representative of Securities America, Inc. and an Investment Advisor Representative of Securities America Advisors, LLC.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
ND
09/25/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FARGO ND)
ND
04/14/2003 - 09/30/2015
AXA ADVISORS, LLC (FARGO ND)
BOTH
Issued 04/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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