Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Mehl is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Morristown, New Jersey. Bradford has been working in the financial industry since 2002 and holds both Series 7 and Series 66 registrations. His previous experience includes time at Morgan Stanley and UBS Financial Services Inc. Bradford specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
08/22/2017 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
06/01/2009 - 08/21/2017
MORGAN STANLEY (MORRISTOWN NJ)
NY
11/16/2005 - 06/18/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/29/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/26/2004 - 10/04/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
07/08/2002 - 02/04/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
11/28/2001 - 07/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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