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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 Nassar is a financial advisor currently registered with UBS Financial Services Inc. Bradley has been in the securities industry since August 12, 2004 and has a total of 27 approved state registrations. Bradley Nassar has a total of 6 approved Investment Adviser state registrations. Previously, Bradley Nassar worked at SANFORD C. BERNSTEIN & CO., LLC from September 28, 2011 to October 4, 2022. Prior to this, Bradley Nassar worked at NATCITY INVESTMENTS, INC. from January 8, 2003 to April 25, 2003. Bradley Nassar has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 13, 1995 to January 8, 2002. Bradley Nassar is currently licensed in 30 states and has passed the Series 63, 65, 66, and 7 exams. Bradley Nassar holds the SIE license.
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.
See schedule d - miscellaneous
1
2
IL
09/28/2022 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
09/28/2011 - 10/04/2022
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
OH
01/08/2003 - 04/25/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
03/13/1995 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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