Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Gene Pagliaro is a financial advisor registered with LPL Financial LLC. Bradley has been in the financial services industry since May 2006. Bradley is a registered representative and investment advisor representative. Bradley has experience with a number of financial services firms, including Raymond James & Associates, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Bradley has also earned a number of industry designations, including Series 4, Series 53, and Series 24. Bradley offers a range of financial services, including financial planning, pension consulting, and portfolio management.
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.
1
2
FL
08/25/2014 - Present
LPL Financial LLC (LAND O LAKES FL)
FL
03/11/2014 - 07/30/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/28/2012 - 07/30/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/13/2011 - 08/29/2012
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NC
04/20/2006 - 09/10/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
07/02/2004 - 11/30/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
01/13/2003 - 06/14/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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