Unclaimed
Bradley James Strauss is a financial advisor with Edward Jones. Bradley has been in the financial industry since 2007. Bradley's areas of expertise include financial planning, pension consulting, and selection of other advisors. Bradley has passed several professional exams including the Series 7, Series 6, and Series 99TO. Bradley holds a current registration in the state of Arizona. Bradley has previously worked with Equitrust Marketing Services, LLC. Bradley has been a registered representative with Edward Jones since 2007.
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.
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.
See schedule d - miscellaneous
1
2
AZ
11/28/2007 - Present
Edward Jones (TEMPE AZ)
AZ
10/17/2006 - 07/13/2007
EQUITRUST MARKETING SERVICES, LLC (PHOENIX AZ)
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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