Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Holt Greene is a financial professional with over 20 years of experience in the industry. Bradley Greene is currently registered with Natixis Advisors, LLC and has been with the firm since October 2010. Prior to that, Bradley Greene was registered with JOHN HANCOCK FUNDS, LLC and SIGNATOR INVESTORS, INC. Bradley Greene holds licenses in Series 6, Series 63, and Series 65. Bradley Greene is registered in 53 states. Natixis Advisors, LLC, with headquarters in Boston, Massachusetts, provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
11/05/2010 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
06/28/2000 - 12/24/2008
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
09/03/1998 - 04/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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