Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley John Saunders is a financial advisor with Kestra Private Wealth Services, LLC. Bradley has been working in the financial industry since 1992 and holds a variety of licenses and certifications. Bradley is registered with the state of California as both a Registered Investment Advisor and a Registered Representative. Bradley also holds Series 3, 7, 10, and 63 licenses. Bradley has worked with a variety of firms throughout his career, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and LPL Financial LLC. Bradley specializes in working with high-net-worth individuals, corporations, and insurance companies. Bradley offers a variety of services to clients, including financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/13/2013 - Present
Kestra Private Wealth Services, LLC (BREA CA)
CA
03/13/2013 - 03/07/2014
LPL FINANCIAL LLC (BREA CA)
CA
06/01/2009 - 04/03/2013
MORGAN STANLEY (BREA CA)
CA
09/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BREA CA)
CA
04/02/2007 - 09/05/2007
MORGAN STANLEY & CO., INCORPORATED (BURBANK CA)
CA
03/26/1991 - 04/02/2007
MORGAN STANLEY DW INC. (BURBANK CA)
IA
Issued 11/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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