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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 Jurik is a financial advisor with Ameritas Advisory Services, LLC, specializing in financial planning and portfolio management for individuals, businesses, and pension plans. Bradley has extensive experience in the financial services industry, having worked with firms like Charles Schwab, Merrill Lynch, and PNC Investments. With his Series 7, Series 66, and SIE licenses, Bradley is well-equipped to provide comprehensive financial advice. Bradley is a Certified Financial Planner and holds registrations in multiple states.
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.
Solicitor fees
1
2
PA
07/06/2023 - Present
Ameritas Advisory Services, LLC (PITTSBURGH PA)
NC
05/10/2016 - 06/24/2017
CHARLES SCHWAB & CO., INC. (CHARLOTTE NC)
MD
03/16/2015 - 04/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
DC
12/09/2013 - 03/02/2015
PNC INVESTMENTS (WASHINGTON DC)
PA
08/07/2012 - 12/06/2013
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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