Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Kidney is a financial advisor with Raymond James Financial Services Advisors, Inc. Bradford has been in the industry since October 10, 2001 and has been registered with Raymond James Financial Services Advisors, Inc. since June 15, 2018. Bradford is also a registered investment advisor representative in Texas. Bradford is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Bradford has experience working with individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, insurance companies, and banking or thrift institutions. Bradford offers a range of advisory services including financial planning, portfolio management, pension consulting, and educational seminars.
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
CT
09/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (GLASTONBURY CT)
CT
06/01/2009 - 06/18/2018
MORGAN STANLEY (HARTFORD CT)
CT
06/27/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
10/11/2001 - 06/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 10/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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