Unclaimed
Bradford Cary is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Bradford holds the Series 6, 7, 22, 63, and 65 licenses, as well as the SIE exam. He is currently registered with Eagle Strategies LLC in Saratoga, Wyoming, and has been with the firm since 2017. Prior to joining Eagle Strategies LLC, Bradford worked as a financial advisor for New York Life Insurance Co. in Casper, Wyoming, starting in 1987. Bradford is an active member of the community and specializes in working with individuals, corporations, and charitable organizations. He is committed to providing his clients with the personalized service and guidance they need to 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.
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.
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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WY
07/18/2017 - Present
Eagle Strategies LLC (SARATOGA WY)
IA
Issued 4/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/7/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/7/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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