Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Roethlisberger is a registered investment advisor representative with Avantax Advisory Services. Bradley has been in the industry since January 2016 and is licensed to provide financial advice in Arkansas and Missouri. Bradley holds the Series 66, Series 7 and SIE licenses. Prior to Avantax Advisory Services, Bradley was employed by 1st Global Capital Corp. and 1st Global Advisors, Inc. Bradley is also a referring advisor for Landmark Financial LLC and has been involved in tax-centric wealth management and advisory services since October 2018.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AR
10/25/2019 - Present
Avantax Advisory Services (Rogers AR)
AR
01/26/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROGERS AR)
BOTH
Issued 12/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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