Unclaimed
Bradford Davis Alliger is a financial advisor who has been working in the industry since 1995. Bradford is currently registered with Raymond James Financial Services Advisors, Inc. in PA and TX. Previously, Bradford was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, LEGG MASON WOOD WALKER, INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Bradford has a strong background in financial planning and portfolio management, and specializes in working with individuals, corporations, pension plans, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
11/15/2016 - Present
Raymond James Financial Services Advisors, Inc. (EXTON PA)
PA
12/07/2012 - 10/06/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EXTON PA)
PA
08/26/2005 - 12/07/2012
WELLS FARGO ADVISORS, LLC (CONSHOHOCKEN PA)
MD
04/30/1999 - 08/31/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/30/1995 - 05/04/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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