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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 Graham is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bradley has been in the industry since 1997 and is registered in 31 states. He is currently registered in Ohio and Texas and is actively pursuing a career in the financial services industry. Bradley is a Series 66 licensed advisor with a strong background in financial planning and portfolio management. He specializes in providing investment advice to individuals, businesses, and institutional clients. Bradley Graham is committed to providing his clients with personalized financial guidance and investment strategies that are tailored to their unique needs and goals. He has a proven track record of success in helping clients achieve their financial objectives. Bradley Graham is a well-respected and experienced financial advisor who is dedicated to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
OH
10/01/2020 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
01/01/2008 - 10/01/2020
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
11/15/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
SC
03/24/2000 - 11/29/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
02/22/1999 - 03/28/2000
SKY INVESTMENTS, INC. (BRYAN OH)
OH
07/01/1997 - 03/08/1999
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
02/20/1997 - 06/04/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 07/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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