Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford John Stassel is a financial advisor with Fidelity Personal and Workplace Advisors. Bradford has been in the industry since February 16, 2017. Bradford is registered in 53 states and the District of Columbia. Bradford's previous employers include FSC Securities Corporation, Transamerica Financial Advisors, Inc., Equity Services, Inc., and Edward Jones. Bradford has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Bradford has specializations in retirement planning, college savings plans, insurance, and estate planning.
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.
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
CA
04/10/2023 - Present
Fidelity Personal AND Workplace Advisors (ESCONDIDO CA)
CA
10/30/2018 - 02/13/2023
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
09/16/2016 - 11/03/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
CA
03/13/2015 - 04/23/2015
EQUITY SERVICES, INC. (SAN MARCOS CA)
CA
02/25/2014 - 09/17/2014
EDWARD JONES (ESCONDIDO CA)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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