Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Gravelle is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brad has been in the industry since 2005, and is licensed in multiple states. Brad's areas of expertise include financial planning, portfolio management, and pension consulting. Brad holds Series 63, 65, 7, 9, and 10 licenses, as well as the SIE exam. He also holds the designation of Certified Financial Planner.
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
NM
03/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (ALBUQUERQUE NM)
NM
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (ALBUQUERQUE NM)
NM
07/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBUQUERQUE NM)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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