Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Laczny is a financial advisor with over 20 years of experience in the industry. Bradley is currently registered with Next Financial Group, Inc. and is a Registered Representative (Series 7 and Series 66) and an Investment Advisor Representative. Previously, Bradley worked at J.P. MORGAN SECURITIES LLC, LPL FINANCIAL LLC, PRIVATE ASSET GROUP, INC., CHARLES SCHWAB & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bradley holds a variety of designations and specializations to serve individual clients and corporations. Bradley also offers seminars and workshops as part of his service.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CA
02/27/2023 - Present
Next Financial Group, Inc. (Roseville CA)
CA
05/14/2013 - 12/20/2022
J.P. MORGAN SECURITIES LLC (FOLSOM CA)
CA
04/11/2011 - 02/08/2013
LPL FINANCIAL LLC (ELK GROVE CA)
CA
02/11/2010 - 04/27/2010
PRIVATE ASSET GROUP, INC. (PALO ALTO CA)
CA
07/21/2005 - 12/18/2008
CHARLES SCHWAB & CO., INC. (SACRAMENTO CA)
CA
10/04/2002 - 07/12/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/06/2001 - 08/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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