Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Maienschein is a financial advisor with UBS Financial Services Inc., with offices in La Jolla, CA and Encinitas, CA. Bradley has been in the industry since 2013. Bradley specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Bradley has a strong track record of success, with a particular focus on helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
07/01/2019 - Present
UBS Financial Services Inc. (La Jolla CA)
HI
07/10/2018 - 09/20/2018
MORGAN STANLEY (KAHULUI HI)
IL
12/11/2012 - 06/27/2017
GELBER SECURITIES, LLC (CHICAGO IL)
CA
11/13/2008 - 02/16/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 07/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2012
Series 42 - Registered Options Representative Examination
BC
Issued 12/10/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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