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 Clarke is a financial professional with over 38 years of experience in the industry. Bradley is currently registered as an Investment Advisor Representative with Morgan Stanley. Bradley has worked in the financial industry since 1984, previously working with CITIGROUP GLOBAL MARKETS INC. Bradley has held a number of licenses and designations, including Series 3, 7, 8, 9, 10, 63, and 65, as well as the Securities Industry Essentials Exam (SIE). Bradley works with clients in various capacities, including individuals, corporations, charitable organizations, insurance companies, investment companies, and pension and profit-sharing plans.
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
IL
04/08/2020 - Present
Morgan Stanley (Chicago IL)
IL
04/05/1984 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley Clarke is the right advisor for you? Invested Better is here to help.
