Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Silverman is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Armonk, New York. Bradley is a licensed financial advisor with over 20 years of experience in the financial services industry. Bradley is registered with the state of California, New York, and Texas. Bradley has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Bradley offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
01/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (ARMONK NY)
NY
06/01/2009 - 10/23/2013
MORGAN STANLEY (PURCHASE NY)
NY
04/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
04/11/2003 - 04/12/2007
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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