Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Lowell Thomas is a financial professional who has been in the industry since June 3, 2013. Bradford Lowell Thomas is currently registered with CU Investment Solutions LLC and holds licenses for Series 7, Series 24, Series 27 and Series 99TO. Bradford Lowell Thomas is currently licensed in Colorado and Florida.
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.
Non discretionary investment advisory for institutional clients
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.
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2
KS
06/04/2013 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
BC
Issued 09/15/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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