Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Davis Nelson is a financial professional with over 20 years of experience in the industry. Bradley has held positions at Energy Capital Solutions LLC, Bear, Stearns & Co. Inc., and currently works as a registered representative at Stephens. Bradley is a Series 7, 28, 63, 79TO and 99TO licensed professional. Bradley is registered in Arkansas, Oklahoma, and Texas. Bradley is dedicated to providing financial advice and services to individuals, corporations, insurance companies, pension and profit-sharing plans, and other organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/12/2009 - Present
Stephens (DALLAS TX)
TX
10/22/2002 - 06/03/2009
ENERGY CAPITAL SOLUTIONS LLC (DALLAS TX)
NY
09/23/1999 - 11/09/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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