Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Keith Oxford is a financial advisor with Credit Union Investment Services, located in Hickory, NC. Bradley is a Certified Financial Planner™ professional with over 14 years of experience in the financial services industry. Bradley is committed to providing comprehensive financial planning and investment management services to individuals, families, and small businesses. Bradley holds Series 63, Series 6TO, and SIE licenses, allowing Bradley to provide a wide range of financial services. Bradley is registered as a broker-dealer and an investment advisor representative in North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
09/21/2022 - Present
Credit Union Investment Services (Hickory NC)
BC
Issued 09/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bradley Oxford is the right advisor for you? Invested Better is here to help.
