Unclaimed
Bradford Judson Porter is an active registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bradford has been in the securities industry since December 1992. Bradford has a range of experience including Previous experience includes positions at ADVEST, INC. and A. G. EDWARDS & SONS, INC.. Bradford is licensed to provide securities and investment advisory services in 36 states. Bradford's primary office is located at 29 S MAIN ST in WEST HARTFORD, CT.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
07/10/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WEST HARTFORD CT)
CT
10/14/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MO
05/23/1997 - 10/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/27/1992 - 05/16/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 08/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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