Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cardwell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Huntsville, Alabama. Bradley has been in the industry since December 2004 and has experience in a variety of investment areas, including portfolio management, financial planning, and pension consulting. Bradley is also licensed to sell insurance products. Bradley has earned a number of licenses, including the Series 7, Series 6, Series 63, and Series 66. Bradley previously worked at AMSOUTH INVESTMENT SERVICES, INC. in Birmingham, Alabama. Bradley has a strong commitment to providing clients with personalized service and helping them achieve 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.
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
AL
12/06/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTSVILLE AL)
AL
01/03/2005 - 06/10/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 08/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2004
Series 6 - Investment Company Products/Variable Contracts 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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