Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Johannes is a financial advisor registered with Optima Capital LLC, based in Beaverton, Oregon. He has been working in the financial industry since November 2012. Bradley holds Series 66, Series 7 and SIE licenses. He is licensed in Missouri and Texas. Previously, Bradley worked at Royal Alliance Associates, Inc. in Liberty, Missouri. He also has experience as a Client Executive and Practice Leader at Premier Network, and serves on the board of directors for Hillcrest Hope. Bradley specializes in providing financial advice and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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MO
04/23/2021 - Present
Optima Capital LLC (LIBERTY MO)
MO
11/07/2012 - 04/27/2021
ROYAL ALLIANCE ASSOCIATES, INC. (LIBERTY MO)
BOTH
Issued 12/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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