Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Cary is a financial professional with over 30 years of experience in the securities industry. Bradford is currently registered with Eagle Strategies LLC and has been with the firm since 2017. Before joining Eagle Strategies LLC, Bradford worked with New York Life Insurance Co, NYLIFE Securities Inc, and Cary Financial Services. Bradford offers a range of financial services, including financial planning, portfolio management for individuals, and pension consulting. Bradford is also a registered Investment Advisor Representative, and holds the Series 6, Series 7, Series 22, Series 63, and Series 65 licenses.
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 04/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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