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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Harrison is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in GRAND RAPIDS, MI. Bradley has been in the industry since 1998. Bradley is also registered with the state of Michigan. Bradley has a broad range of experience in the industry, having worked with various firms over the years. Some of Bradley's past employers include The Huntington Investment Company, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, FB Equity Sales Corporation of Michigan, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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
MI
02/06/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
02/17/2004 - 01/16/2015
THE HUNTINGTON INVESTMENT COMPANY (KALAMAZOO MI)
WI
09/28/2001 - 01/27/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/28/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MI
07/10/1997 - 09/18/2001
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
IN
09/17/1992 - 10/18/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/17/1992 - 10/18/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/13/1988 - 07/31/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/05/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1988
Series 6 - Investment Company Products/Variable Contracts 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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