Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Mentzer is an investment advisor representative associated with Osaic Wealth, Inc. Bradley has been in the financial services industry since February 25, 1999. Bradley has licenses to sell securities in 20 states and has been registered as an Investment Advisor Representative in Pennsylvania. Bradley has a background in tax and accounting and has extensive experience in retirement income planning. Bradley is also a licensed insurance agent and can provide variable and fixed annuities, as well as index annuities and variable insurance. Bradley's office is located at 325 S Hanover St, Carlisle PA 17013.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
06/23/2021 - 08/08/2023
AVANTAX INVESTMENT SERVICES, INC. (Carlisle PA)
PA
02/26/1999 - 06/24/2021
CETERA FINANCIAL SPECIALISTS LLC (CARLISLE PA)
IA
Issued 01/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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