Unclaimed
Alec Bradley is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Alec has been in the industry since July 2020 and has been with Raymond James Financial Services Advisors, Inc. since September 2020. Alec is registered with the state of Illinois, as well as 26 other states. Alec offers advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
09/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (EVANSTON IL)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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