Unclaimed
Bradley Recknagel has been in the financial industry for over 20 years. Bradley is a registered investment advisor representative with Fifth Third Securities, Inc. Bradley provides financial advice to individual investors, families, businesses and corporations. Bradley previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC and Chase Investment Services Corp. Bradley has a broad range of experience and knowledge to help clients achieve their financial goals. Bradley holds Series 6, 7 and 63 licenses. Bradley also holds the Series 65 license.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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