Unclaimed
Bradley Recknagel has been in the securities industry since November 2003. Bradley is currently registered with Fifth Third Securities, Inc. in Muskegon, Michigan. Bradley also has previous registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Bradley holds the following licenses: Series 6, Series 7, Series 63, Series 65, and SIE. Bradley provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Bradley is registered to provide investment advisory services in 13 states.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/29/2018 - Present
Fifth Third Securities, Inc. (MUSKEGON MI)
MI
08/01/2014 - 06/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MUSKEGON MI)
MI
10/01/2012 - 08/07/2014
J.P. MORGAN SECURITIES LLC (GRAND HAVEN MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND HAVEN MI)
IL
11/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/7/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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