Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Alan Martin is a financial advisor with Charles Schwab & CO., Inc. Bradley has been in the industry since December 2011 and is registered in Indiana, California, Minnesota and Washington. Bradley has Series 7, Series 63, and Series 66 securities licenses and holds the SIE designation. Bradley has experience in portfolio management for individuals and financial planning. Bradley is also a registered investment advisor representative.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
06/27/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Bradley Martin is the right advisor for you? Invested Better is here to help.
