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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 Stephen Goldner is a registered investment advisor representative with Osaic Wealth, Inc. and has been in the industry since 1993. Bradford has a wide range of experience in the financial services industry, including experience with SECO WEST LIMITED and PAINEWEBBER INCORPORATED. Bradford is licensed in multiple states, including New York, California and Arizona, and has passed several industry exams, including Series 7, 63, 65 and the SIE exam. Bradford is currently registered with Osaic Wealth, Inc. and provides financial planning services to individuals, businesses and institutions.
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.
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.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Northport NY)
NY
03/21/1994 - 02/19/2002
SECO WEST LIMITED (WILLIAMSVILLE NY)
NJ
01/15/1993 - 03/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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