Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Dufrane is a financial advisor registered with Eagle Strategies LLC and has been active in the financial services industry since July 8, 1996. Bradley Dufrane is registered with the state of New York. The firm's main office is located in New York, NY. Eagle Strategies LLC has a total of 1534 licensed agents and 1998 registered representatives. Bradley Dufrane is also registered with the state of New York as an Investment Advisor Representative (IAR).
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.
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
NY
05/11/2022 - Present
Eagle Strategies LLC (Victor NY)
NY
05/08/1996 - 01/19/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
07/17/2013 - 01/02/2015
NEW ENGLAND SECURITIES (Syracuse NY)
NY
05/08/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MASSENA NY)
BOTH
Issued 5/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 5/7/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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