Unclaimed
Bradley Mitchell Curelop is a financial advisor at PNC Investments. Bradley has over 18 years of experience in the financial services industry. Bradley is registered with FINRA and holds the Series 7, Series 63, and Series 65 licenses. Bradley is a Certified Financial Planner™. Bradley specializes in retirement planning, investment planning, and college savings. Bradley has a strong commitment to providing personalized financial advice to clients.
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.
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.
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2
NC
04/20/2022 - Present
PNC Investments (DURHAM NC)
NC
10/19/2020 - 04/21/2022
UNITED BROKERAGE SERVICES, INC (Durham NC)
NC
03/07/2017 - 10/01/2020
SUNTRUST INVESTMENT SERVICES, INC. (GREENSBORO NC)
IA
Issued 04/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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