Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley C. Berger is a registered investment advisor and registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bradley has been in the industry since 2011, having previously worked with NYLIFE Securities LLC. Bradley is licensed to provide investment advice in Michigan and Texas. Bradley's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Bradley holds a Series 6, Series 7, and Series 63 license. Bradley also holds the SIE and Series 65.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
10/16/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
06/15/2011 - 04/01/2013
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
IA
Issued 08/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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