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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Michael Steinman is a financial advisor with Waverly Advisors, LLC. Bradley is registered with the state of Illinois. Bradley is a Certified Financial Planner and has a Series 65 license. Bradley has a background in law and worked for Green Business Law, LLC, the Public Defender of Marion County, Inc., and Personal Financial Planning, Inc. Bradley is also involved with StrategIQ Tax and Business Services, LLC. Bradley has experience with working with individual and institutional clients and has expertise in financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
01/11/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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