Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Jones is a financial advisor with over 15 years of experience in the financial services industry. Bradley has a strong background in investment advice, financial planning, insurance sales, and retirement planning. Bradley currently works with Ae Wealth Management, LLC and previously worked with MML Investors Services, LLC and Hantz Financial Services, Inc.. Bradley is licensed to provide financial advice in Michigan and Texas. Bradley is also a Series 7, Series 63, Series 65, and Series 6TO licensed professional. Bradley is committed to providing personalized financial advice and solutions to help clients reach their financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
04/04/2022 - Present
AE Wealth Management, LLC (Brighton MI)
MI
03/25/2017 - 10/26/2020
MML INVESTORS SERVICES, LLC (Brighton MI)
MI
11/23/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
04/22/2016 - 11/18/2016
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
05/11/2006 - 04/22/2016
HANTZ FINANCIAL SERVICES, INC. (TAYLOR MI)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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