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 Wessel is a financial professional with over 20 years of experience in the industry. Bradley has worked with several firms, including AXA Advisors, LLC and SunAmerica Securities, Inc., gaining experience in various financial sectors. Currently, Bradley is a Registered Representative and Investment Advisor Representative at Eagle Strategies LLC, providing financial advice and investment management services to clients across various sectors. Bradley is dedicated to providing personalized financial advice to his clients, helping them achieve their financial goals. Bradley holds Series 63, 65, 7 and SIE licenses, allowing him to offer comprehensive financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
WI
07/22/2004 - Present
Eagle Strategies LLC (SHEBOYGAN WI)
NY
04/26/2000 - 11/10/2003
AXA ADVISORS, LLC (NEW YORK NY)
AZ
12/15/1999 - 03/30/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 4/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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