Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley James Brandon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bradley has been in the securities industry since December 2019. Bradley holds Series 66, Series 7TO, and SIE licenses. Bradley is registered to offer securities in 27 states, including Montana, Texas, Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oregon, Pennsylvania, South Dakota, Utah, Virginia, Washington and Wyoming. Bradley has previously been associated with Edward Jones, J.P. Morgan Securities LLC and Raymond James & Associates, Inc. Bradley has worked in the financial services industry since 2017, and has extensive experience in both the corporate and financial services industries.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MT
04/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILLINGS MT)
MO
09/12/2022 - 03/27/2023
EDWARD JONES (ST. LOUIS MO)
NY
10/06/2021 - 09/10/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
MI
08/17/2020 - 08/13/2021
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
11/04/2019 - 08/18/2020
MORGAN STANLEY (BIRMINGHAM MI)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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