Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Weldy is a financial professional with over 20 years of experience in the industry. Bradley is currently registered with Allstate Financial Services, LLC. Bradley has held previous positions with UVEST Financial Services Group, Inc., Investment Professionals, Inc., ProEquities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradley holds the Series 7 and Series 66 securities licenses and the SIE exam. Bradley is registered with the state of Texas.
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
TX
04/12/2007 - Present
Allstate Financial Services, LLC (ROCKPORT TX)
TX
09/23/2003 - 04/13/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CORPUS CHRISTI TX)
TX
07/02/2002 - 09/10/2003
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
AL
10/13/1999 - 07/03/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
06/16/1998 - 10/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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