Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Clark Rambo has been in the financial services industry since 1993. Bradley is currently registered as an Investment Advisor Representative and a Registered Representative with Raymond James Financial Services Advisors, Inc. Bradley has previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Lehman Brothers Inc. Bradley is licensed to offer financial services in Alabama, California, Florida, Georgia, Idaho, Mississippi, South Carolina, Vermont, Virginia, and West Virginia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (PONTE VEDRA BEACH FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BEACH FL)
NY
04/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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