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 Wehner is a registered representative with Stifel, Nicolaus & Company, Inc. in Chicago, Illinois. Bradley has been in the financial services industry since 2008. Bradley has passed Series 7, Series 53, Series 24, Series 52, and Series 66 exams. Bradley has been registered with Stifel, Nicolaus & Company, Inc. since 2018 and previously worked for B.C. Ziegler and Company and Ameriprise Financial Services, Inc.
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.
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
IL
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
09/08/2009 - 03/16/2018
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
04/30/2008 - 05/27/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WEST BEND WI)
WI
11/29/2007 - 03/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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