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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Joseph Kellen is a financial advisor with Cetera Investment Advisers LLC. Bradley has been in the industry since 1999, and is registered to provide investment advisory services in Colorado and Texas. Bradley has been with Cetera Investment Advisers LLC since 2013, and previously worked with New England Securities and NYLIFE Securities Inc. Bradley's areas of specialization include retirement planning, college savings, insurance, and estate planning. Bradley is a Certified Financial Planner and a Chartered Financial Consultant. Bradley has a strong commitment to helping 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.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
10/10/2000 - 12/14/2012
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
NY
03/11/1999 - 08/14/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/9/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/9/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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