Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Michael Dolhi is a financial advisor with Citizens Securities, Inc. in Saxonburg, Pennsylvania. Bradley has been in the industry since 2008. Bradley specializes in providing financial advice and portfolio management to individuals and corporations. Bradley is a registered representative and investment advisor representative in Pennsylvania, Florida, New York, and Ohio. Bradley is also a Series 7, 6, 63, and 66 licensed professional. Bradley has experience with financial planning, portfolio management, and participating in wrap fee programs. Bradley's previous employment includes positions at Key Investment Services LLC, LPL Financial LLC and Waddell & Reed, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Participate in 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
PA
12/23/2020 - Present
Citizens Securities, Inc. (SAXONBURG PA)
PA
09/21/2016 - 12/04/2020
KEY INVESTMENT SERVICES LLC (BUTLER PA)
PA
10/26/2009 - 09/21/2016
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/17/2008 - 08/27/2009
WADDELL & REED, INC. (PITTSBURGH PA)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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