Unclaimed
Bradley Zucker is a financial advisor with over 20 years of experience in the industry. Bradley is currently registered with J. W. Cole Advisors, Inc. and has previously worked with several other financial firms. Bradley is a Series 63 and 65 licensed professional and has a Series 6 license. Bradley provides financial planning, portfolio management for individuals and businesses, and educational seminars. Bradley's experience and expertise provide clients with a strong foundation for meeting 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.
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.
Hourly & fixed rate consulting
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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2
NV
04/22/2019 - Present
J. W. Cole Advisors, Inc. (LAS VEGAS NV)
NV
04/10/2008 - 02/12/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LAS VEGAS NV)
NV
12/21/2006 - 04/13/2007
SCF SECURITIES, INC. (LAS VEGAS NV)
MI
03/14/2003 - 12/31/2004
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NH
01/22/1996 - 12/31/1997
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
SD
05/06/1993 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NJ
10/10/1991 - 11/01/1991
AFM INVESTMENTS, INC. (HOWELL NJ)
NJ
07/30/1987 - 10/11/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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