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 Haines is a registered Investment Advisor Representative in Arizona with Juncture Wealth Strategies, LLC, since May 2015. Bradley holds a Series 65, Series 63 and Series 66 license. Bradley has been working in the financial services industry since 1994, starting his career with Olde Discount Corporation in Detroit. In 2002 Bradley started working with Wells Fargo Investments, LLC. Bradley has also worked with CAP PRO BROKERAGE SERVICES, INC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PRINCIPAL FINANCIAL SECURITIES,INC. Bradley is a CFA charterholder. Juncture Wealth Strategies, LLC, is headquartered in Scottsdale, Arizona and specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/22/2018 - Present
Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)
CA
10/21/2002 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
OH
12/19/2001 - 03/25/2002
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
02/24/1998 - 01/04/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
11/22/1996 - 03/02/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MI
12/23/1994 - 12/10/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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