Unclaimed
Bradley Lowell Miller is a financial advisor with Eagle Strategies LLC. Bradley has been a registered representative since 2012 and has a strong background in financial planning, portfolio management, and investment advisory services. Bradley's experience includes working with a diverse client base, including individuals, families, businesses, and charitable organizations. Bradley holds several industry licenses and designations, including Series 6, 7, 26, 63 and 66. Bradley is committed to providing clients with personalized financial advice and strategies that meet their unique needs and goals.
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.
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.
1
2
WA
12/05/2014 - Present
Eagle Strategies LLC (SHELTON WA)
BOTH
Issued 11/6/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2014
Series 7 - General Securities Representative Examination
BC
Issued 7/7/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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