Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Wessel is an investment advisor representative with Eagle Strategies LLC. Bradley is a registered investment advisor in Wisconsin and Texas. Bradley has been in the financial industry since January 11, 2000. Bradley has a Series 7, Series 63, and Series 65 license. Bradley's experience includes working for AXA Advisors, LLC, SunAmerica Securities, Inc., and New York Life Insurance Company. Bradley is also the owner of Financial Wellness Partners, LLC and Voyage Wealth Strategies. Bradley specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Bradley is committed to providing personalized financial advice to help clients reach their financial goals.
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 04/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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