Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Stafford is a financial advisor who has been in the industry since 1998. Bradley currently works for First Horizon Advisors, Inc., and has been with them since 2013. Before working at First Horizon Advisors, Inc., Bradley worked for MORGAN STANLEY DW INC. Bradley is registered with the Securities and Exchange Commission (SEC), FINRA and the state of Tennessee. Bradley has a Series 7, 24, 31 and 63 license. Bradley specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Bradley is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MARYVILLE TN)
NY
01/23/1998 - 10/29/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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