Unclaimed
Bradley Eberendu is a financial advisor with Schwab Wealth Advisory, Inc. Bradley has been in the financial industry since 2013. Bradley holds Series 7, Series 9, Series 10, and Series 66 licenses. Bradley's previous experience includes working at TD AMERITRADE, INC.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
03/21/2024 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
10/09/2013 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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