Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Paul Parks is a financial advisor who has been in the industry since August 28, 2003. Bradley Paul Parks is currently registered with Raymond James Financial Services Advisors, Inc. in Wheaton, Illinois and Naperville, Illinois. Bradley Paul Parks has passed the Series 3, 7, 9, 10, 66, and SIE exams. Bradley Paul Parks also holds the Chartered Financial Consultant designation. Previously, Bradley Paul Parks was registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
11/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (WHEATON IL)
IL
04/24/2009 - 11/23/2020
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
08/29/2003 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Parks is the right advisor for you? Invested Better is here to help.
