Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford William Koeneman is an Investment Advisor Representative with Moneta Group Investment Advisors, LLC, based in Clayton, MO. Bradford has been in the industry since 1987 and has extensive experience in providing financial advice to individuals, families, and businesses. Bradford is a Certified Financial Planner and holds Series 3, 7, 8, 24, 63, and 65 licenses. Previously, Bradford has worked for Cambridge Investment Research, Inc., WS Griffith Securities, Inc., A. G. Edwards & Sons, Inc., and Goldman, Sachs & Co..
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
MO
12/04/2003 - Present
Moneta Group Investment Advisors, LLC (CLAYTON MO)
MO
05/04/2004 - 04/03/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
04/08/2003 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MO
10/26/1998 - 12/06/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/18/1987 - 11/10/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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