Unclaimed
Bradley Peavler is a financial advisor with Fifth Third Securities, Inc. Bradley has been in the financial services industry since 2015. Bradley holds the Series 6, 7, 63, and 66 securities licenses and the SIE exam. Bradley has worked with Fifth Third Securities, Inc. since 2015 but has also held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and Fidelity Brokerage Services LLC.
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.
1
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 5/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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