Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Mcgregor Newitt is a financial advisor registered with Tiaa-cref Individual & Institutional Services, LLC. Bradford has been in the industry since 2003 and is licensed to provide financial services in several states. Bradford has a variety of licenses, including Series 6, 7, 63, and 65. Bradford holds a Series 65 license, allowing them to provide investment advisory services. Bradford provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations. Prior to joining Tiaa-cref Individual & Institutional Services, LLC, Bradford worked at Hantz Financial Services, Inc. Bradford’s experience and qualifications can help you achieve your financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MI
11/29/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (EAST LANSING MI)
MI
10/13/2003 - 10/25/2017
HANTZ FINANCIAL SERVICES, INC. (OKEMOS MI)
IA
Issued 06/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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