Unclaimed
Bradley Christiansen is a financial advisor with over 25 years of experience in the industry. Bradley has been registered as a financial advisor since 1996 and is currently affiliated with Raymond James Financial Services Advisors, Inc. In the past, Bradley has worked for other financial institutions, including UBS Financial Services Inc., Piper Jaffray & Co., and Smith Barney Inc.. Bradley has a strong understanding of the financial markets and has helped many clients achieve 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
01/01/2025 - Present
Raymond James Financial Services Advisors, Inc. (DULUTH MN)
MN
08/12/2006 - 09/27/2011
UBS FINANCIAL SERVICES INC. (DULUTH MN)
MN
01/20/1997 - 08/12/2006
PIPER JAFFRAY & CO. (DULUTH MN)
NY
03/22/1996 - 01/28/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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