Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Roberts has been a registered representative for over 14 years. Bradley's current firm is LPL Financial LLC. Bradley has a history of experience in the industry and is currently licensed to offer financial services in several states, including Arizona, Colorado, Florida, and Illinois. His services include financial planning and portfolio management. Bradley has previously worked with Royal Alliance Associates, Inc., Next Financial Group, Inc. and Mutual Service Corporation. Bradley's experience in the financial services industry coupled with his commitment to helping clients reach their financial goals make him a valuable resource for those seeking guidance in managing their investments.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
08/23/2023 - Present
LPL Financial LLC (TOLEDO OH)
OH
11/30/2012 - 10/31/2022
ROYAL ALLIANCE ASSOCIATES, INC. (TOLEDO OH)
OH
08/21/2009 - 12/04/2012
NEXT FINANCIAL GROUP, INC. (TOLEDO OH)
OH
03/03/2009 - 08/25/2009
MUTUAL SERVICE CORPORATION (TOLEDO OH)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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