Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Hunter Bass is a financial advisor with Morgan Stanley, a leading global financial services firm. Based in New York, Bradley has been in the financial services industry since 2005, with previous experience at Barclays Capital Inc. and Lehman Brothers Inc. Bradley holds Series 3, 7, 63 and 66 licenses. Bradley’s primary focus is on providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
07/13/2015 - Present
Wealthpenn.comllc (Chicago IL)
IL
09/22/2008 - 07/31/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
10/04/2005 - 09/22/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
BOTH
Issued 3/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2006
Series 3 - National Commodity Futures Examination
BC
Issued 9/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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