Unclaimed
Bradford Harold Leblanc is an investment advisor with over 36 years of experience in the financial services industry. Bradford has worked with several financial institutions and currently works as a Financial Consultant at Osaic Wealth, Inc. Bradford offers various advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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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2
NH
06/14/2024 - Present
Osaic Wealth, Inc. (SALEM NH)
NH
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SALEM NH)
NH
02/17/2017 - 07/17/2020
INVESTACORP, INC. (SALEM NH)
NH
10/03/2016 - 02/17/2017
CETERA ADVISORS LLC (SALEM NH)
NH
01/08/2007 - 10/03/2016
INVESTORS CAPITAL CORP. (SALEM NH)
NH
11/01/1996 - 12/31/2006
COMMONWEALTH FINANCIAL NETWORK (SALEM NH)
GA
04/11/1988 - 11/06/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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