Unclaimed
Bradford C Price is a financial professional with over 10 years of experience in the financial services industry. Bradford is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and also has a valid Investment Adviser Representative registration with the state of Florida. Bradford has previously been associated with EDWARD JONES. Bradford holds multiple industry licenses including the Series 7, Series 9, Series 10, and Series 66. Bradford has experience providing financial services to individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
05/06/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
05/21/2010 - 01/06/2011
EDWARD JONES (ATLANTIC BEACH FL)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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