Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Kleinman is a financial advisor who has been in the industry since May 14, 2013. He is currently registered with Stonex Financial Inc. and Stonex Outsourced Services LLC in Alpharetta, Georgia. Bradley is also a registered representative in California, Georgia, New York, and Utah. He holds a variety of licenses and certifications, including Series 7, 63, 24, 55, 3, SIE, 57TO, and 99TO.
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.
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.
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2
GA
03/05/2024 - Present
Stonex Financial Inc. (ALPHARETTA GA)
GA
06/02/2020 - 09/15/2023
STONEX FINANCIAL INC. (ALPHARETTA GA)
GA
08/26/2014 - 05/29/2020
HOVDE GROUP, LLC (ATLANTA GA)
NY
03/04/2009 - 06/17/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/31/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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