Unclaimed
Bradley Bishop is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Memphis, Tennessee. Bradley has been in the industry since August 2010 and has experience with Sterne, Agee & Leach, Inc. before joining Stifel, Nicolaus & Company, Inc.. Bradley is a Series 7, Series 63, and SIE licensed professional. Bradley focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
08/18/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (MEMPHIS TN)
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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