Unclaimed
Anthony Bradford is a financial advisor who has been in the industry for 2 years. Anthony is currently registered as a Broker-Dealer and Investment Adviser Representative with Fidelity Personal and Workplace Advisors. Anthony holds the Series 7, Series 66 and SIE licenses, and is registered to sell securities in all 50 states. Anthony has a strong background in the financial services industry, having held positions at several companies before joining Fidelity. Anthony's prior experience includes working as a mortgage broker, a loan officer, and a financial advisor. Anthony's professional experience and qualifications make Anthony well-suited to help clients achieve their financial goals.
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
CO
06/27/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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