Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Richard Wells is a financial advisor who has been in the industry since April 15, 2012. Bradley is currently registered with Lincoln Investment and is licensed in Indiana. Bradley has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Bradley provides a variety of services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals. Bradley has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and OneAmerica Securities, Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/21/2022 - Present
Lincoln Investment (Fort Washington PA)
IN
04/03/2020 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
12/23/2011 - 01/22/2020
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 05/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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