Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Martin is an investment advisor representative with Osaic Wealth, Inc. Bradley has been in the financial services industry since 2002 and has experience in providing financial planning, portfolio management and pension consulting. Bradley is licensed to sell securities in Florida, Georgia and North Carolina. Bradley is also registered with FINRA and the SEC. Bradley has experience working with individual investors, high net worth individuals, charitable organizations and pension plans.
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
FL
05/17/2024 - Present
Osaic Wealth, Inc. (ST PETERSBURG FL)
FL
09/16/2019 - 04/01/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (ST. PETERBURG FL)
MO
09/11/2002 - 06/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 2/1/2019
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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