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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 Geise is a financial advisor with over 18 years of experience in the industry. Bradley currently works with LPL Financial LLC and is based in Winter Park, Florida. Bradley has previously held positions with VOYA FINANCIAL ADVISORS, INC., AEGIS CAPITAL CORP., SIGNATOR INVESTORS, INC., NYLIFE SECURITIES LLC, PERROTT, MATHER & GILDAY, INC., and EMPIRE FINANCIAL GROUP, INC. Bradley holds FINRA Series 63, 65, 7 and 24 licenses. Bradley works with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/07/2022 - Present
LPL Financial LLC (WINTER PARK FL)
FL
03/09/2016 - 12/31/2021
VOYA FINANCIAL ADVISORS, INC. (WINTER PARK FL)
FL
05/11/2015 - 02/22/2016
AEGIS CAPITAL CORP. (MAITLAND FL)
FL
02/19/2013 - 05/11/2015
SIGNATOR INVESTORS, INC. (MAITLAND FL)
FL
02/02/2005 - 02/27/2013
NYLIFE SECURITIES LLC (MAITLAND FL)
FL
06/24/2004 - 10/22/2004
PERROTT, MATHER & GILDAY, INC. (WINDERMERE FL)
FL
06/10/2004 - 07/01/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
IA
Issued 06/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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