Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Dijulio is a financial advisor at LPL Financial LLC. Bradley has been in the financial industry since 2009 and has a Series 7 and Series 66 license, and a SIE license. Bradley has experience working for several firms in the industry, including NBC Securities, Inc. and JHS Capital Advisors, LLC. Bradley provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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
WA
08/15/2019 - Present
LPL Financial LLC (SEATTLE WA)
WA
02/26/2018 - 08/16/2019
NBC SECURITIES, INC. (BELLEVUE WA)
WA
07/24/2015 - 12/20/2016
NBC SECURITIES, INC. (BELLEVUE WA)
WA
04/11/2012 - 07/24/2015
JHS CAPITAL ADVISORS, LLC (BELLEVUE WA)
WA
07/21/2009 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (BELLEVUE WA)
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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