Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Gillies is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Bradley has been in the securities industry since 2002 and holds both Series 63 and 66 licenses. Bradley has extensive experience in providing financial planning and portfolio management services to individuals and businesses. Bradley's previous experience includes positions with World Group Securities, Inc., Onset Financial, Inc., and B MPowered, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
02/15/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
GA
08/26/2002 - 07/06/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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