Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Peavler is a financial advisor registered with Fifth Third Securities, Inc. Bradley has been in the industry since 2015 and has held previous roles at Fidelity Brokerage Services LLC, Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fifth Third Securities, Inc. Bradley is licensed to provide investment advisory services in 16 states and holds a series 6, 7, 63, and 66 licenses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
KY
02/12/2024 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
KY
07/08/2020 - 02/21/2024
FIDELITY BROKERAGE SERVICES LLC (LOUISVILLE KY)
KY
09/20/2019 - 05/15/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
04/01/2019 - 10/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
08/29/2015 - 02/08/2019
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
BOTH
Issued 05/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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