Unclaimed
Bradley Teets is a financial advisor with over 20 years of experience in the industry. Bradley Teets is registered as a Registered Representative and Investment Advisor Representative with Kovack Advisors, Inc. Bradley Teets has been with Kovack Advisors, Inc. since January 2007 and has also worked with Financial Investment Analysts, Inc. Bradley Teets holds Series 7, Series 24, and Series 63 licenses. Bradley Teets is a Certified Financial Planner™ and a Personal Financial Specialist. Bradley Teets has specializations in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Bradley Teets is also a Certified Public Accountant and provides income tax preparation, planning and general consulting, estate planning services.
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.
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
FL
01/08/2007 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PA
03/09/1998 - 05/18/2004
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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