Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Holman is an active investment advisor registered in Michigan and Texas. Bradley has been working in the financial services industry since March 2007. Bradley has been with J.p. Morgan Securities LLC since September 2023. Bradley has experience with various firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments. Bradley holds Series 66, SIE and Series 7 licenses. Bradley specializes in investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
10/02/2023 - Present
J.p. Morgan Securities LLC (LIVONIA MI)
MI
06/22/2017 - 08/14/2023
MORGAN STANLEY (Muskegon MI)
MI
04/09/2014 - 06/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
11/13/2009 - 08/14/2012
PNC INVESTMENTS (ANN ARBOR MI)
MI
08/06/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
MI
02/13/2007 - 05/13/2008
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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