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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Lassen Meigs is an investment advisor representative registered with Eagle Strategies LLC. Bradford has been in the financial industry since February 18, 1976. Bradford currently has a Series 63 license, Series 65 license, Series 1 license, Series 7TO license and SIE license. Bradford has worked with clients including corporations or other businesses, individuals other than high-net-worth individuals, and charitable organizations. Eagle Strategies LLC is an investment adviser headquartered in New York, New York. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for 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.
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.
1
2
MA
02/12/1999 - Present
Eagle Strategies LLC (BRIDGEWATER MA)
NA
02/21/1975 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
NA
12/12/1972 - 11/08/1974
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
IA
Issued 01/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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