Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Borriello is a financial advisor with Fidelity Personal and Workplace Advisors. Bradley has been working in the financial industry for over 13 years, and has held prior positions with Morgan Stanley and Ameriprise Financial Services, LLC. Bradley has a broad range of experience providing financial planning and investment management services for individuals and businesses. Bradley specializes in investment management, financial planning, retirement planning, and insurance. Bradley is registered to offer investment advice in Connecticut, New York, Texas, and Utah.
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.
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
CT
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
10/08/2019 - 03/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (NEW YORK NY)
NY
06/13/2012 - 09/25/2019
MORGAN STANLEY (NEW YORK NY)
NY
08/09/2010 - 06/21/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/2014
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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