Unclaimed
Bradley Longueville is a financial advisor with Wells Fargo Clearing Services, LLC. Bradley has been in the industry since April 1985. He holds both Series 63 and 65 licenses, as well as Series 7 and the SIE. Bradley has been registered in Minnesota since September 2015. He has also been registered in Texas and 14 other states. Prior to joining Wells Fargo Clearing Services, LLC, Bradley worked for U.S. Bancorp Investments, Inc. and U.S. Bancorp Piper Jaffray Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
09/25/2015 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
04/27/1993 - 09/21/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT ANTHONY MN)
MN
01/24/2000 - 09/04/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
03/16/1991 - 07/07/1992
CRAIG-HALLUM, INC.
MN
02/21/1989 - 02/20/1991
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
NA
05/30/1984 - 02/28/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley Longueville is the right advisor for you? Invested Better is here to help.