Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Kast is a registered investment advisor representative at MML Investors Services, LLC. Bradley has been in the financial industry since December 2013, working for both E*TRADE Securities LLC and Morgan Stanley. Bradley is licensed to provide investment advice in 53 states and the District of Columbia. Bradley is also a licensed insurance broker and provides outside insurance sales. Bradley’s clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Bradley’s services include financial planning, portfolio management, asset allocation programs, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
10/02/2024 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
UT
12/14/2013 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 01/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
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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