Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad William Bardy is a financial professional with over 20 years of experience in the industry. Brad has a broad background in financial services, having worked at several leading firms including BBVA Securities Inc., PNC Investments, and currently, U.S. Bancorp Investments, Inc. Brad is dedicated to providing personalized financial guidance and investment strategies tailored to the individual needs of each client. Brad's commitment to client service and comprehensive financial planning has earned the respect of colleagues and clients alike.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
11/01/2021 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
CO
08/16/2021 - 11/05/2021
PNC INVESTMENTS (NORTHGLENN CO)
CO
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (LAFAYETTE CO)
CO
05/19/2004 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (NORTHGLENN CO)
TN
02/14/2002 - 05/11/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CO
01/25/2000 - 01/03/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 12/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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