Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cole is an active investment advisor representative with Osaic Wealth, Inc., based in South Pasadena, California. Bradley has been in the industry since 2014 and holds Series 6, 7, 63, 65 and SIE licenses. Bradley is also a Certified Financial Planner. In addition to being a financial advisor, Bradley is a licensed insurance agent and has experience in real estate sales. Bradley's experience and qualifications make him well-suited to provide financial advice to individuals, businesses, and institutions.
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.
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2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH PASADENA CA)
CA
06/18/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
03/17/2014 - 11/12/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ENCINO CA)
IA
Issued 05/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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