Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Peterson is an investment advisor representative at Valmark Advisers, Inc. Bradley has been in the industry since 1990. Bradley also has experience with Farmers Financial Solutions, LLC and NewYork Life Distributors LLC. Bradley has a Series 6, 63, 65, and 26 license. Bradley provides financial planning and investment advice to individuals and businesses. Bradley specializes in portfolio management for individuals, businesses, and investment companies. Bradley also provides pension consulting 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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
SC
01/04/2023 - Present
Valmark Advisers, Inc. (McCormick SC)
OH
02/11/2019 - 11/18/2019
FARMERS FINANCIAL SOLUTIONS, LLC (WESTERVILLE OH)
NJ
07/22/2016 - 01/16/2019
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
OH
02/06/2007 - 07/15/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (WESTERVILLE OH)
OH
02/21/2006 - 01/25/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NE
07/23/2001 - 02/15/2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
06/07/1999 - 09/17/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/14/1999 - 09/17/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
04/18/1997 - 03/25/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
12/09/1987 - 04/04/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/09/1987 - 08/15/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Peterson is the right advisor for you? Invested Better is here to help.
