Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Grayson is a financial advisor with Wells Fargo Clearing Services, LLC. Bradley has been in the financial services industry since 2001. Bradley is registered with the state of California and Texas. Bradley has a variety of experience, including working with Wells Fargo Investments, LLC and Morgan Stanley. Bradley offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
1
2
CA
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (BURLINGAME CA)
CA
10/13/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BURLINGAME CA)
CA
04/02/2007 - 10/14/2008
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
07/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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