Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Ian Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. located in North Canton, Ohio. Bradley has been in the financial services industry since December 2019. Bradley has a Series 7, Series 66, and SIE license. Bradley is registered in Ohio and other states including Florida, Georgia, New York, Pennsylvania, South Carolina, and Tennessee. Bradley's previous employment includes Edward Jones. Bradley is active with Wright LaHaie Jarvis, a wealth advisory firm located in North Canton, Ohio. Bradley provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (North Canton OH)
OH
12/14/2019 - 04/29/2022
EDWARD JONES (NORTH CANTON OH)
BOTH
Issued 01/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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