Bradley KonawalikCRD Number: 4533441
Current Firm: Msi Financial Services, Inc.
Bradley Konawalik (CRD# 4533441) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Metlife Securities Inc.||Charlotte, NC||Feb 2011 - Current||6|
|Securian Financial Advisor||St.paul, MN||Jun 2009 - Jan 2011||1|
|Minnesota Life Insurance Company||St. Paul, MN||Jun 2009 - Jan 2011||1|
|Gcg Wealth Management||Charlotte, NC||Jun 2009 - Jan 2011||1|
|American Express Financial Advisors||Allentown, PA||Sep 2002 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV