Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Karkula is a financial advisor at Calamos Wealth Management LLC. Bradley has been in the financial services industry since 2008 and is licensed to provide investment advice in Illinois. Bradley has experience with a variety of investment products and services. Bradley holds the Series 6, 7, 63 and 66 licenses and is a Certified Financial Planner. Bradley previously worked at Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Morgan Stanley and Chase Investment Services Corp. Bradley's specializations include: asset allocation services, financial planning, pension consulting, selection of other advisors and portfolio management for individuals.
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.
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
IL
02/16/2024 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
IL
08/20/2020 - 02/13/2024
CITI PRIVATE ALTERNATIVES, LLC (Chicago IL)
IL
08/20/2020 - 02/13/2024
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
09/04/2019 - 08/06/2020
MORGAN STANLEY (Chicago IL)
IL
10/01/2012 - 08/20/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
06/25/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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