Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Mendenhall is a financial advisor with Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Bradley has been in the financial industry since November 1996. Bradley holds multiple licenses and registrations, including Series 6, 7, 26, 63, and SIE. Bradley specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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.
1
2
AL
07/31/2017 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
IN
06/24/2004 - 07/24/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (INDIANAPOLIS IN)
CO
09/12/2003 - 06/25/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
05/01/1996 - 04/11/2001
IL SECURITIES, INC. (WEST DES MOINES IA)
MA
09/22/1992 - 08/02/1994
MANEQUITY, INC. (BOSTON MA)
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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