Unclaimed
Bradley Krieg is a financial advisor with LPL Financial LLC. Bradley has been in the industry since April 1, 1991, and holds a variety of licenses and certifications, including Series 6, 7, 63, 65, 72, and SIE. Bradley has experience working with a range of clients, including individuals, corporations, businesses, and charitable organizations. He offers a variety of financial services, including financial planning, portfolio management, and consulting. Bradley is also registered with the states of Alabama, Arizona, Delaware, Florida, Georgia, Indiana, New Jersey, New York, Ohio, Pennsylvania, South Carolina, and Tennessee.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
05/29/2007 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
05/17/1994 - 05/29/2007
CITICORP INVESTMENT SERVICES (STATEN ISLAND NY)
NJ
04/02/1991 - 06/15/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/02/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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