Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Pitts is a financial advisor with over 25 years of experience in the financial services industry. Bradley has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2005. Prior to that, Bradley was a registered representative with UBS Financial Services Inc. Bradley is a Series 7 and Series 63 licensed representative. Bradley holds the SIE designation, which is the Securities Industry Essentials Examination. Bradley specializes in providing financial advice to individuals, businesses, and institutions. Bradley has a strong track record of success in helping clients achieve their financial goals. Bradley has experience in portfolio management, financial planning, and investment advisory services. Bradley is committed to providing personalized financial advice and guidance to his clients. Bradley is a member of the Winston-Salem Setona Club and the Armando Rusindo Mission Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
03/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINSTON SALEM NC)
NJ
12/24/1996 - 09/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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