Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Jay Thomas is a financial advisor with over 18 years of experience in the industry. Bradley has held roles at several firms including TD Ameritrade, Inc. and SunAmerica Securities, Inc.. Bradley currently works at Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc.. Bradley is registered in Nebraska.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/23/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
11/20/2007 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
IL
06/29/2005 - 07/25/2006
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
AZ
04/18/2001 - 05/15/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
04/24/1996 - 12/31/1996
ADVANCED CLEARING, INC. (OMAHA NE)
MI
08/24/1994 - 12/14/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/12/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2005
Series 72 - Government Securities Representative Examination
BC
Issued 04/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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