Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Hunt is a financial advisor with over 29 years of experience in the industry. Bradley is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Colorado and Texas. Prior to joining Merrill Lynch, Bradley was a financial advisor at FBL Marketing Services, LLC. Bradley has a broad range of experience in the financial services industry, including experience with Charles Schwab & Co., Inc., Girard Securities, Inc., and UBS Financial Services Inc. Bradley is a Certified Financial Planner and holds the Series 3, 7, 9, 10, 63, and 65 licenses. Bradley specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
CO
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWOOD VILLAGE CO)
IA
05/28/2019 - 01/05/2022
FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)
CO
08/12/2010 - 04/14/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
VA
05/07/2010 - 05/17/2010
GIRARD SECURITIES, INC. (NEWPORT NEWS VA)
VA
10/06/2009 - 05/07/2010
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
VA
08/27/1999 - 10/28/2009
UBS FINANCIAL SERVICES INC. (VIRGINIA BEACH VA)
NY
05/06/1992 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/22/1983 - 02/03/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 06/04/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/1992
Series 7 - General Securities 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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