Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Linn Straub is a financial advisor with over 30 years of experience in the financial services industry. Bradley currently works at Osaic Wealth, Inc. Bradley has previously worked at several other firms, including Securities America, Inc., Walnut Street Securities, Inc., NationsBanc Investments, Inc., NationsSecurities, Boatmen's Investment Services, Inc., Pruco Securities Corporation, The Prudential Insurance Company of America, Lowell H. Listrom & Company Inc., and First Jersey Securities, Inc. Bradley holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Bradley specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions.
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.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (MARSHALL MO)
MO
10/03/2005 - 06/14/2024
SECURITIES AMERICA, INC. (MARSHALL MO)
CA
03/09/1999 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/01/1998 - 03/01/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
02/22/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NJ
02/03/1992 - 02/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/03/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/10/1986 - 09/13/1988
LOWELL H. LISTROM & COMPANY INC.
NA
03/22/1984 - 01/22/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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