Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Martin Underwood is an investment advisor representative with World Equity Group, Inc. Bradley has been in the securities industry since September 17, 2003. Bradley has held various roles at firms such as AXA Distributors, LLC, AXA Advisors, LLC, MetLife Investors Distribution Company, MetLife Securities Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Bradley is registered in Arizona, Illinois, Indiana, Missouri, New Jersey, and Texas.
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
IL
06/11/2020 - Present
World Equity Group, Inc. (Schaumburg IL)
NC
01/02/2014 - 02/10/2015
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
AZ
05/23/2013 - 01/02/2014
AXA ADVISORS, LLC (SCOTTSDALE AZ)
NC
02/04/2013 - 05/28/2013
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
11/18/2003 - 11/08/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
MA
10/22/2004 - 04/14/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/22/2004 - 04/14/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
11/10/2003 - 11/18/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
03/17/2003 - 09/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/17/2003 - 09/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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