Unclaimed
Bradford Link is a financial advisor with over 20 years of experience in the financial services industry. Bradford is currently registered with Edward Jones and has previously been registered with several other firms including Northwestern Mutual Investment Services, LLC, World Choice Securities, Inc., Intercarolina Financial Services, Inc., Wachovia Securities, Inc., First Union Securities, Inc., and First Union Capital Markets Corp. Bradford holds the Series 7, 63, and 65 securities licenses. Bradford is also a registered Investment Advisor in North Carolina and Texas. Bradford specializes in providing financial advice to individuals, businesses, high net worth individuals, and retirement plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
08/26/2020 - Present
Edward Jones (Valdese NC)
NC
11/19/2009 - 01/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ASHEVILLE NC)
OH
11/06/2006 - 06/11/2007
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
NC
10/27/2003 - 12/09/2004
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
MO
06/15/2002 - 05/05/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/12/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
10/01/1999 - 05/18/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/23/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 05/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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