Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Jerome is an active investment advisor representative with Osaic Wealth, Inc. Bradley has been in the securities industry since 2002 and has a diverse range of experience. Bradley holds several licenses and registrations, including Series 6, Series 63, and Series 65. Bradley's past work includes a variety of roles with firms such as FOUNDERS FINANCIAL SECURITIES LLC, CFD INVESTMENTS, INC., MUTUAL SERVICE CORPORATION, and FSC SECURITIES CORPORATION.
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.
1
2
MI
06/04/2024 - Present
Osaic Wealth, Inc. (GRAND BLANC MI)
MI
04/14/2008 - 08/19/2022
FOUNDERS FINANCIAL SECURITIES LLC (Grand Blanc MI)
MI
10/08/2007 - 04/15/2008
CFD INVESTMENTS, INC. (GRAND BLANC MI)
MI
01/03/2003 - 10/15/2007
MUTUAL SERVICE CORPORATION (SWARTZ CREEK MI)
GA
10/24/2002 - 01/09/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 09/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Jerome is the right advisor for you? Invested Better is here to help.
