Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Sears is a financial advisor with over 25 years of experience in the industry. Bradley has a broad range of experience working with a variety of clients, including individuals, families, businesses, and institutions. Bradley is currently a Managing Director of the Carolinas and Virginia for Pinnacle Financial Partners and is a leader in their FC recruiting and producing team. Bradley is also a Registered Representative with Raymond James Financial Services Advisors, Inc. where Bradley has a strong focus on providing comprehensive financial planning and investment management services. Bradley is dedicated to helping clients achieve their financial goals and is committed to providing personalized service and advice.
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
NC
03/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (Raleigh NC)
NC
12/15/2005 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
MO
07/01/2003 - 10/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/29/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/30/2000 - 01/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
12/04/1998 - 07/25/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
09/24/1997 - 11/25/1998
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
NY
10/24/1994 - 02/28/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
09/08/1993 - 11/04/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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