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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 Bumgarner is a financial advisor with Morgan Stanley, where Bradley has been registered with the firm since 2009. Bradley has a strong history in the financial industry, having worked at several firms prior to joining Morgan Stanley. Before joining Morgan Stanley, Bradley worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Bradley has a wide range of experience and has held several licenses and registrations. Bradley is also active in the community and has a strong commitment to providing exceptional service to clients.
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
MS
09/27/2024 - Present
Morgan Stanley (RIDGELAND MS)
MS
06/01/2009 - 07/09/2013
MORGAN STANLEY (RIDGELAND MS)
MS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGELAND MS)
MS
09/09/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGELAND MS)
MD
08/09/2001 - 09/15/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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