Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Drew Gnagy is a financial advisor with Charles Schwab & CO., Inc. based in Westlake, TX. Bradford has been in the industry since 1998, specializing in providing financial planning services to individuals and businesses. With experience at several firms including TD Ameritrade, Inc., Ameritrade, Inc., and DATEK ONLINE FINANCIAL SERVICES LLC, Bradford brings a wealth of knowledge and expertise to his role at Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/15/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/22/2006 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
01/02/2002 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
NJ
09/10/2002 - 10/24/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
05/27/1998 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/23/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/17/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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