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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley John Borg is a financial advisor who has been in the industry since 2006. Bradley John Borg currently works for IHT Wealth Management LLC in St. Croix, Minnesota. Bradley John Borg has previously worked at ASKAR CORP. in Bloomington, Minnesota and PRINCOR FINANCIAL SERVICES CORPORATION in Shoreview, Minnesota. Bradley John Borg's primary practice is focused on financial planning, portfolio management for businesses and individuals, and pension consulting. Bradley John Borg has passed the Series 6, Series 7, Series 63, and Series 65 exams. Bradley John Borg is registered in Arizona, California, Minnesota, Oregon, Washington, and Wisconsin.
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.
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.
Financial planning fees
1
2
MN
02/22/2023 - Present
IHT Wealth Management LLC (ST Croix MN)
MN
04/15/2009 - 12/31/2011
ASKAR CORP. (BLOOMINGTON MN)
MN
03/08/2006 - 04/20/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SHOREVIEW MN)
IA
Issued 07/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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