Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Brian Root is a registered representative with Brookwood Securities Partners, LLC and has over 20 years of experience in the financial services industry. Bradley is licensed to offer securities and investment advisory services in 23 states.
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.
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.
1
2
PA
05/04/2017 - Present
Brookwood Securities Partners, LLC (Pittsburgh PA)
MA
10/22/1997 - 05/20/2003
BROOKWOOD SECURITIES PARTNERS, L.P. (BEVERLY MA)
CA
09/08/1995 - 10/08/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
04/14/1994 - 07/31/1995
BROOKWOOD SECURITIES PARTNERS, L.P. (BEVERLY MA)
NA
07/12/1993 - 04/11/1994
TALLWOOD ASSOCIATES, INC.
MA
11/13/1991 - 05/04/1993
WINTHROP SECURITIES CO., INC. (BOSTON MA)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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