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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Betenia is a financial advisor with Morgan Stanley. Bradley has been in the financial services industry since 2018. Bradley is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 9, 63, and 66 licenses. Bradley is also registered with the state of Georgia. Previously, Bradley was employed at E*TRADE SECURITIES LLC and EDWARD JONES. Bradley specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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
GA
03/13/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
12/10/2020 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
06/28/2018 - 10/29/2018
EDWARD JONES (ROSWELL GA)
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2022
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
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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