Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Miles White is an Investment Advisor Representative at Charles Schwab Investment Management, Inc. Bradley has been working in the financial industry for over 23 years. Bradley has been registered with Charles Schwab & Co., Inc. since November 2022. Bradley has previous experience with TD AMERITRADE, INC., MetLife Investors Distribution Company, MetLife Securities, Inc, and Edward Jones. Bradley is registered in Missouri to provide investment advisory services. Bradley is a Series 65, Series 63, Series 7, Series 9, Series 10, and Series 24 licensed individual.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
1
2
MO
12/26/2023 - Present
Charles Schwab Investment Management, Inc. (St Louis MO)
MO
01/30/2019 - 12/31/2023
TD AMERITRADE, INC. (St Louis MO)
MO
11/18/2022 - 12/26/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
06/30/2016 - 08/04/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (ST. LOUIS MO)
MO
05/05/2009 - 06/30/2016
METLIFE SECURITIES, INC (ST. LOUIS MO)
MO
03/15/2000 - 04/29/2008
EDWARD JONES (ST LOUIS MO)
IA
Issued 11/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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