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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley James Surman is a financial advisor with Fidelity Personal and Workplace Advisors. Bradley has been in the industry since 2008 and holds the Series 6, 7, 31, 63, and 66 licenses. Bradley also has the SIE designation. Bradley has experience working at a variety of firms, including Merrill Lynch, Morgan Stanley Smith Barney, and Bank of America Investment Services. Bradley is registered in numerous states and has worked in various locations.
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.
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.
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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2
MA
08/11/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
09/22/2011 - 04/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACOMB MI)
MI
11/27/2009 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (FARMINGTON HILLS MI)
MI
10/23/2009 - 11/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TROY MI)
MI
03/18/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (TROY MI)
BOTH
Issued 1/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/4/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 3/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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