Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Degrado is an investment advisor representative who has been in the financial services industry since 2001. Brian has been registered with Wealth Management Group, LLC since September 2024. Previously, Brian was registered with Raymond James & Associates, Inc., J.P. Morgan Securities LLC and Chase Investment Services Corp. Brian has passed the Series 6, 7, 63 and 65 exams. Brian specializes in retirement planning, insurance and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
09/23/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
11/08/2019 - 11/11/2021
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
10/01/2012 - 11/20/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
03/17/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
06/09/2005 - 03/21/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
11/10/2004 - 03/01/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MA
11/13/2003 - 11/02/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
08/20/2003 - 11/24/2003
SPIKE FINANCIAL SERVICES, LLC (CHICAGO IL)
MA
01/21/2003 - 08/07/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
CA
05/21/2002 - 01/17/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
11/09/2001 - 05/16/2002
VANGUARD CAPITAL (DEL MAR CA)
MN
05/25/2001 - 11/08/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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