Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Wilson is a financial advisor with Stifel, Nicolaus & Company, Inc. in Baltimore, MD. Bradley has been in the industry since 1999. Bradley has a strong background in financial services, having worked for Legg Mason Wood Walker, Incorporated and Lehman Brothers Inc. Bradley provides portfolio management for individuals, businesses, and pooled investment vehicles. Bradley is also a financial planner and offers pension consulting services and educational seminars.
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
MD
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
04/17/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/14/2000 - 04/15/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
MD
03/31/1999 - 12/09/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/23/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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