Brad Katz's Location
Wayne, NJ, US
Brad Katz's Work
- President and Wealth Manager @ Lifelong Investments
- Certified Wealth Strategist @ First Allied Securities, Inc.
- Co-Founder @ Premier Wealth Group, LLC
- Financial Advisor - Investment Services @ Affinity Federal Credit Union
Brad Katz's Education
- University of Pittsburgh
BA (Business & Interdisciplinary Studies)
1992 - 1996
Brad Katz's Skills
- Nonprofits
- Sales Management
- Series 7
- Finance
- Wealth Management
- Estate Planning
- Financial Advisory
- FINRA
- Investments
- Asset Management
Brad Katz's Summary
Brad Katz, based in Wayne, NJ, US, is currently a President and Wealth Manager at Lifelong Investments, bringing experience from previous roles at First Allied Securities, Premier Wealth Advisors and Affinity Federal Credit Union. Brad Katz holds a 1992 - 1996 BA in Business & Interdisciplinary Studies @ University of Pittsburgh. With a robust skill set that includes Nonprofits, Sales Management, Series 7, Finance, Wealth Management and more, Brad Katz contributes valuable insights to the industry. Brad Katz has 1 email and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Brad Katz you were looking for?
Find contact details for 700 million professionals.
Others Named Brad Katz
-
34
-
25+
-
21
-
View
Brad Katz
Director, Patient Access and Affordability, Janssen Pharmaceuticals at Johnson & Johnson
Philadelphia, PA, US31 -
15+
Top Lifelong Investments Employees
-
13
-
21
-
24
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
