Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley John Dewerd is a financial advisor registered with Osaic Wealth, Inc., and has been in the industry since October 29, 1984. Bradley Dewerd holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 Investment Advisor license. Bradley Dewerd is also a licensed insurance agent, providing fixed life insurance and fixed annuities in addition to financial advice. Osaic Wealth, Inc. is a national firm serving individuals, businesses, charitable organizations and pension plans. The firm provides portfolio management, financial planning, and other advisory services. Osaic Wealth, Inc. has offices in Scottsdale, Arizona and numerous branch locations.
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
01/19/2024 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
MN
11/04/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROCHESTER MN)
NJ
10/30/1984 - 11/07/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 06/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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