Unclaimed
Bradford Holtmeier is a registered representative with Criticalpoint Partners LLC. Bradford has been in the securities industry since September 4, 2013. Bradford is licensed to sell securities in the state of California. Bradford is also licensed to sell investment banking products through Series 79. Prior to joining Criticalpoint Partners LLC, Bradford was employed by BA Securities, LLC.
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.
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.
1
2
CA
10/03/2022 - Present
Criticalpoint Partners LLC (EL SEGUNDO CA)
CA
09/05/2013 - 10/31/2022
BA SECURITIES, LLC (MANHATTAN BEACH CA)
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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