Unclaimed
Bradley Howard Bofford is a financial advisor who has been in the industry since 1993. Bradley is currently registered with Hightower Advisors, LLC and has a Series 6, 7, 63, and 65 license as well as the SIE exam. Bradley is a Certified Financial Planner and a Chartered Financial Consultant. Bradley has previously been registered with Securities America, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and W. S. Griffith & Co., Inc.. Bradley has a strong background in financial planning, portfolio management and treasury management for both businesses and individuals.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
05/31/2018 - Present
Hightower Advisors, LLC (Fairfield NJ)
NJ
09/30/2004 - 06/01/2018
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NY
05/03/1999 - 10/04/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/23/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
08/30/1993 - 09/23/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 11/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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