Unclaimed
Bradley Geltzer is a financial advisor at PFS Investments Inc. Bradley has over 25 years of experience in the financial services industry, with a focus on portfolio management. Bradley is also licensed to sell investment-related products and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Bradley has a broad range of experience and expertise in the financial services industry, and is dedicated to providing personalized advice and guidance to help clients achieve their financial goals.
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.
1
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 1/8/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/28/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 6/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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