Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Hess Hartzel is a financial advisor who is registered with the state of Maryland and Texas. Bradley has been in the industry for 17 years and is currently employed by Edelman Financial Engines. Bradley has a history of working with several other firms including EF Legacy Securities, LLC, Sanders Morris Harris LLC, First Allied Securities, Inc. and Advantage Capital Corporation. Bradley holds the Series 66, Series 7, and SIE licenses. Bradley is also a Certified Financial Planner.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
11/01/2018 - Present
Edelman Financial Engines (ELLICOTT CITY MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
01/20/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ELLICOTT CITY MD)
MD
02/15/2008 - 01/10/2011
FIRST ALLIED SECURITIES, INC. (MOUNT AIRY MD)
MD
09/26/2006 - 02/19/2008
ADVANTAGE CAPITAL CORPORATION (MT. AIRY MD)
BOTH
Issued 01/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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