Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Adams is a financial professional with over 38 years of experience in the industry. Bradley has a Series 63 and Series 65 license. Bradley has been registered with Janney Montgomery Scott LLC since 2011. Previously, Bradley was registered with MORGAN STANLEY SMITH BARNEY from 2009 to 2011, CITIGROUP GLOBAL MARKETS INC. from 1993 to 2009, LEHMAN BROTHERS INC. from 1988 to 1993, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1984 to 1988.
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.
Fee plus commission
1
2
PA
08/30/2022 - Present
Janney Montgomery Scott LLC (New Hope PA)
PA
06/01/2009 - 03/24/2011
MORGAN STANLEY SMITH BARNEY (NEWTOWN PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
NY
08/29/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/23/1984 - 09/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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