Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradly? Claim Your ProfileBradly Germain Masek is a financial advisor with over 30 years of experience in the financial services industry. Bradly is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Bradly has been a licensed advisor in Kansas since 1991. Bradly's expertise includes providing financial planning and portfolio management services for individuals, businesses, and trusts. He is also a Certified Financial Planner. Bradly is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KS
03/25/2017 - Present
MML Investors Services, LLC (Overland Park KS)
KS
02/20/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
01/04/2011 - 02/25/2015
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY KS)
KS
08/01/2003 - 12/20/2010
WALNUT STREET SECURITIES, INC. (OVERLAND PARK KS)
NY
05/13/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/08/2001 - 05/13/2002
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
11/01/1996 - 09/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
02/22/1991 - 11/05/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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