Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Peterson is a financial professional with over 28 years of experience in the industry. Bradley is currently registered with Osaic Institutions, Inc. in Indiana, Pennsylvania. Bradley has held previous positions at H. BECK, INC., ESSEX NATIONAL SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., KEYSTONE BROKERAGE, INC., LAUGHLIN GROUP ADVISORS, INC., PNC BROKERAGE CORP, GNA SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Bradley is a licensed securities professional with a focus on offering financial planning, portfolio management, and educational seminars. Bradley also provides solicitation services for other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/28/2016 - Present
Osaic Institutions, Inc. (INDIANA PA)
PA
06/19/2012 - 02/20/2014
H. BECK, INC. (INDIANA PA)
PA
05/28/2010 - 06/13/2012
ESSEX NATIONAL SECURITIES, INC. (HOMER CITY PA)
PA
01/01/1999 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANA PA)
PA
11/08/1996 - 01/09/1997
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
NE
09/19/1995 - 11/07/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
PA
03/01/1994 - 02/22/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
10/30/1992 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
IN
12/19/1991 - 11/03/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/19/1991 - 11/03/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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