Unclaimed
Bradley Jay Easom is a financial advisor with Planmember Securities Corp. in DUNNELLON, FL. Bradley has been in the industry since March 11, 1999. Bradley is registered with the state of Florida as an Investment Advisor Representative. Bradley is a licensed Registered Representative and holds the Series 66, Series 7 and SIE licenses. Bradley has experience with a variety of clients, including high-net-worth individuals, corporations, individuals, and pension and profit-sharing plans.
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.
Provides investment supervisory services
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
FL
10/29/2013 - Present
Planmember Securities Corp. (DUNNELLON FL)
TX
07/26/2004 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
MO
04/30/2002 - 07/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
09/17/1998 - 11/09/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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