Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Stoehr is a financial advisor with Cambridge Investment Research Advisors, Inc. Bradley has been working in the financial industry since 2007. Bradley is registered with both FINRA and the SEC, and is licensed in several states, including North Carolina, Ohio, South Carolina, and Pennsylvania. Bradley holds several professional designations, including the Series 6, 7, and 63 licenses. Bradley's experience and credentials allow him to provide a wide range of financial services to individuals and businesses.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
09/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wadsworth OH)
NE
01/31/2013 - 12/31/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
BC
Issued 04/05/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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