Unclaimed
Bradley Christopher Riedel has been in the financial services industry since October 2011. Currently, Bradley is a Registered Representative with Fidelity Personal and Workplace Advisors, where Bradley has been employed since May 2023. Bradley is registered with the Securities and Exchange Commission and is registered as an Investment Advisor Representative in Illinois. Prior to working at Fidelity Personal and Workplace Advisors, Bradley worked for several other firms including Principal Securities, Inc., John Hancock Funds, LLC, Fidelity Brokerage Services LLC, and Walnut Street Securities, Inc. Bradley has extensive experience in providing financial advice to individuals, corporations, and charitable organizations. Bradley is a strong advocate for his clients and is committed to helping them achieve their financial goals.
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.
1
2
IL
05/17/2023 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
10/13/2015 - 09/02/2021
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
MA
08/21/2014 - 06/26/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
KY
09/13/2011 - 07/28/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
11/24/2010 - 07/20/2011
WALNUT STREET SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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