Unclaimed
Bradley Scherer is a financial professional with over 18 years of experience in the industry. Bradley has held various roles at several firms, including Jefferies & Company, Inc., Clarkson Capital Markets, and Navidar Group LLC. Bradley is currently registered with Criticalpoint Partners LLC and holds Series 7, 79, 63, and SIE licenses.
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.
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.
1
2
CA
06/28/2024 - Present
Criticalpoint Partners LLC (EL SEGUNDO CA)
TX
01/04/2018 - 05/08/2024
NAVIDAR GROUP LLC (AUSTIN TX)
TX
07/11/2011 - 07/23/2012
CLARKSON CAPITAL MARKETS (HOUSTON TX)
NY
04/21/2006 - 07/23/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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