Unclaimed
Bradford Szczecinski is an investment advisor representative at Creative Resources Investment Advisors LLC, a firm registered with the state of Illinois. Bradford has been in the financial industry for over a decade, and has a broad range of experience. Bradford is registered with the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Bradford's specialties include providing financial planning, pension consulting, and selecting other advisers. Bradford is also a volunteer board member for the Northwestern Memorial Hospital Transplant Advisory Council.
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.
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.
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2
IL
04/03/2015 - Present
Creative Resources Investment Advisors LLC (CHICAGO IL)
NY
03/18/2015 - 07/19/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
IL
08/30/2013 - 03/17/2015
NEWPORT COAST SECURITIES, INC. (CHICAGO IL)
IL
12/02/2011 - 09/30/2013
MEYERS ASSOCIATES, L.P. (CHICAGO IL)
IL
07/19/2010 - 12/01/2011
ANDERSON & STRUDWICK, INCORPORATED (CHICAGO IL)
IL
07/16/2009 - 07/15/2010
JESUP & LAMONT SECURITIES CORP (CHICAGO IL)
IL
02/22/2008 - 04/28/2009
INTEROCEAN SECURITIES LLC (CHICAGO IL)
NY
04/23/2001 - 05/07/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
12/21/1992 - 01/07/1994
ESSEX NATIONAL SECURITIES, INC.
NA
07/20/1992 - 09/25/1992
EURO-ATLANTIC SECURITIES INC.
NA
10/23/1990 - 07/31/1992
PRUCO SECURITIES CORPORATION
NA
10/23/1990 - 07/31/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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