Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Geltzer is a financial advisor based in Orlando, Florida. Bradley Geltzer is registered with PFS Investments Inc. and has been in the financial services industry since 1996. Bradley Geltzer has experience working with various firms, including CETERA INVESTMENT SERVICES LLC, SIGNATOR INVESTORS, INC., LPL FINANCIAL LLC, CETERA ADVISORS LLC, BB&T INVESTMENT SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., UBS FINANCIAL SERVICES INC., and DEAN WITTER REYNOLDS INC. Bradley Geltzer has Series 7, Series 31, Series 63, Series 65, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/30/2021 - Present
PFS Investments Inc. (ORLANDO FL)
FL
10/01/2018 - 08/14/2019
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
04/11/2017 - 01/09/2018
SIGNATOR INVESTORS, INC. (CLERMONT FL)
FL
12/01/2014 - 05/01/2017
LPL FINANCIAL LLC (DAVENPORT FL)
FL
11/19/2012 - 12/10/2014
CETERA ADVISORS LLC (ORLANDO FL)
FL
11/16/2006 - 10/12/2012
BB&T INVESTMENT SERVICES, INC. (WINTER GARDEN FL)
FL
11/07/2003 - 07/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MAITLAND FL)
NJ
10/22/1999 - 10/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/04/1996 - 11/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/22/1992 - 04/25/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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