Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Franklin Reese is a financial advisor registered with Charles Schwab & CO., Inc. located in Westlake, TX. Bradley has been in the financial services industry since 2005. Bradley is also a registered investment advisor representative. Bradley holds the following licenses: Series 4, Series 7, Series 24, Series 34, and Series 66. Bradley has been a registered representative with TD AMERITRADE, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/08/2008 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
04/18/2007 - 10/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON TX)
TX
01/30/2006 - 04/10/2007
TD AMERITRADE, INC. (FORT WORTH TX)
NE
06/02/2005 - 01/31/2006
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2011
Series 4 - Registered Options Principal Examination
BC
Issued 09/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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