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. Wedel is a financial professional with over 20 years of experience in the industry. Bradley currently holds the position of Registered Representative with Bok Financial Securities, Inc. Bradley has held previous roles with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Bradley specializes in providing financial advice and portfolio management services to individuals, corporations, and pooled investment vehicles. Bradley is licensed to conduct business in multiple states across the United 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.
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.
Furnishes advice about securities in any manner not described above.
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
OK
07/03/2008 - Present
BOK Financial Securities, Inc. (OKLAHOMA CITY OK)
OK
04/02/2007 - 07/08/2008
MORGAN STANLEY & CO. INCORPORATED (OKLAHOMA CITY OK)
OK
11/06/2000 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
BOTH
Issued 11/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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