Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Happel is a financial advisor with Commonwealth Financial Network in Reidsville, NC. Bradley has been in the financial services industry since 2005 and has extensive experience in financial planning, portfolio management, and insurance sales. He is also a co-owner of Happel Financial, LLC. Prior to joining Commonwealth Financial Network, Bradley worked for VOYA FINANCIAL ADVISORS, INC. and Ameriprise Financial Services, Inc. Bradley holds Series 7 and Series 66 licenses and is registered with FINRA. He is also registered in Arizona, District of Columbia, Florida, Maryland, Mississippi, North Carolina, South Carolina, Virginia, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
05/23/2017 - Present
Commonwealth Financial Network (Reidsville NC)
NC
09/11/2006 - 05/24/2017
VOYA FINANCIAL ADVISORS, INC. (REIDSVILLE NC)
NC
02/15/2005 - 08/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
MN
02/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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