Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Bonner is a financial advisor with over 20 years of experience in the industry. Bradford currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Short Hills, NJ. Previously, Bradford was a registered representative at Oppenheimer & Co. Inc. and Garban Corporates LLC. Bradford holds a Series 63, Series 66, Series 7, Series 25, Series 55, Series 57, Series 7TO and SIE licenses. Bradford specializes in portfolio management for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
06/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
NY
10/14/2009 - 02/02/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/15/2001 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/17/2000 - 02/02/2001
GARBAN CORPORATES LLC (NEW YORK NY)
TX
05/09/2000 - 07/07/2000
FLEET SECURITIES, INC. (DALLAS TX)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 25 - NYSE Trading Assistant Examination
BC
Issued 03/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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