Unclaimed
Bradley Beesley is a financial advisor at Raymond James Financial Services Advisors, Inc. Bradley has been in the financial services industry for over 25 years. Bradley has a wide range of experience in financial planning, portfolio management, and investment consulting. Bradley is also an executive officer of First Mid Bancshares, Inc. and the CEO of First Mid Wealth Management Company. Bradley holds Series 7, 9, 10, 24, 63, and 66 licenses.
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
IL
04/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (MATTOON IL)
IL
04/30/2007 - 12/03/2007
INVEST FINANCIAL CORPORATION (MATTOON IL)
IL
04/13/2007 - 04/30/2007
PFIC SECURITIES CORPORATION (MATTOON IL)
IL
01/04/1999 - 04/11/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (EFFINGHAM IL)
FL
09/24/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
11/16/1995 - 05/03/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 01/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Beesley is the right advisor for you? Invested Better is here to help.