Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Ramsey is an investment advisor representative at LPL Financial LLC. He has been in the industry since December 2010. Bradford has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), General Securities Representative Examination (Series 7), General Securities Sales Supervisor - General Module Examination (Series 10), and General Securities Sales Supervisor - Options Module Examination (Series 9). Bradford is registered to offer investment advisory services in South Carolina. Bradford was previously employed by Morgan Stanley and Carolina Capital Markets, Inc.
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.
Consulting and other non-discretionary advisory services
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
SC
08/28/2018 - Present
LPL Financial LLC (FORT MILL SC)
SC
07/21/2011 - 08/09/2018
MORGAN STANLEY (COLUMBIA SC)
NC
12/03/2010 - 07/12/2011
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
IA
Issued 10/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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