Unclaimed
Bradley John Marshall is a securities professional with over 30 years of experience in the financial services industry. Bradley has worked as a registered representative and principal for Hunter Associates LLC in Pittsburgh, PA since 1992. Previously, Bradley worked for Parker/Hunter Incorporated, also in Pittsburgh. Bradley holds the Series 7, 24, 27, 52, 53, 63, 99, and 14 licenses, as well as the SIE exam, reflecting a broad range of experience in the industry. Bradley has a strong background in portfolio management, with experience in managing portfolios for individuals, businesses, and pooled investment vehicles. Bradley specializes in working with high net worth individuals, charitable organizations, 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.
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.
Manager of managers
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/01/1992 - Present
Hunter Associates LLC (PITTSBURGH PA)
PA
04/16/1990 - 07/01/1992
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/08/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 04/05/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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