Unclaimed
Brady Mickolichek is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Brady has over 9 years of experience in the financial services industry. Brady is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 licenses. Brady has a background in insurance and financial planning, and specializes in providing financial advice to individuals, families, and businesses. Brady is registered to provide investment advice in 10 states including Arizona, Florida, Indiana, Iowa, Minnesota, North Dakota, South Dakota, Wisconsin and Wyoming.
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.
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.
1
2
MN
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (MINNETONKA MN)
MN
03/24/2021 - 01/12/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WAYZATA MN)
MN
06/10/2015 - 03/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
04/03/2015 - 06/24/2015
ALLSTATE FINANCIAL SERVICES, LLC (Bloomington MN)
MN
05/16/2012 - 07/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
BC
Issued 05/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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