Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Kellen is a financial advisor with Founders Financial Securities LLC. Bradley has been in the industry since June 7, 2004. He is currently registered with the state of North Carolina and holds the Series 7 and Series 66 licenses. He also has a SIE license. Bradley is a Certified Financial Planner and specializes in providing financial planning, insurance sales, and portfolio management services to individuals, families, and small businesses. Bradley has experience working with both LPL Financial LLC and Ameriprise Financial Services, Inc. in the past. He is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
10/15/2015 - Present
Founders Financial Securities LLC (Matthews NC)
NC
01/02/2009 - 10/28/2015
LPL FINANCIAL LLC (MATTHEWS NC)
NC
06/07/2004 - 01/02/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MN
06/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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