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 Schluter is a financial advisor registered with Charles Schwab & Co., Inc. Bradley has been working in the financial industry since 2007. Bradley has a history of working with clients at various firms including TD Ameritrade, Inc., ALPS Distributors, Inc., Funds Distributor, Inc., Nicholas-Applegate Securities (A California Limited Partnership), Lehman Brothers Inc., and E. F. Hutton & Company Inc. Bradley provides financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/14/2023 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
11/22/2022 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/25/2013 - 07/27/2015
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
ME
01/04/1997 - 01/08/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CA
04/19/1993 - 11/21/1995
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
NY
04/11/1988 - 12/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/01/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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