Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Brook is an investment advisor representative at Fidelity Personal And Workplace Advisors, with an active status in both the broker-dealer and investment advisor sectors. Bradford has been in the financial industry since June 2020. Bradford has a Series 7TO and Series 66 license, and has passed the Securities Industry Essentials Examination. Bradford is registered to provide investment advice in 16 states: California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Texas, and Utah. Bradford also has a Series 66 license from New Jersey.
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.
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2
NY
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/27/2020 - 09/09/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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