Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradlee? Claim Your ProfileBradlee Walters is a financial advisor with Fidelity Brokerage Services LLC in Salt Lake City, UT. Bradlee has over 10 years of experience in the financial services industry, having previously worked at Morgan Stanley. Bradlee is a Series 7, Series 9, Series 10, and Series 63 licensed professional. Bradlee is registered in Massachusetts, Texas, and Utah.
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.
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.
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2
UT
02/08/2016 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
03/17/2015 - 01/15/2016
MORGAN STANLEY (SALT LAKE CITY UT)
UT
11/19/2007 - 03/12/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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