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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley David Thomas is a financial advisor who has been in the industry for over 18 years. Bradley David Thomas has a variety of experience, including working with FSC Securities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Bradley David Thomas is currently registered with Osaic Wealth, Inc. as a registered representative. Bradley David Thomas holds several licenses and certifications, including Series 63, 65, 7, and SIE. Bradley David Thomas specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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
MI
11/03/2023 - Present
Osaic Wealth, Inc. (CLINTON TOWNSHIP MI)
MI
08/15/2006 - 11/03/2023
FSC SECURITIES CORPORATION (TRENTON MI)
MI
10/18/2005 - 08/16/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (BLOOMFIELD HILLS MI)
IN
10/18/2005 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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