Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Borough is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Bradley has been in the industry since September 2009, and is registered with FINRA and with the state of Kentucky. Bradley holds the Series 66, Series 7, and SIE exams. Prior to joining Raymond James Financial Services Advisors, Inc., Bradley was affiliated with UBS FINANCIAL SERVICES INC. and EDWARD JONES. Bradley has a proven track record of success in the financial services industry. Bradley is dedicated to providing clients with personalized financial advice and guidance to help 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
09/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
12/05/2013 - 06/09/2020
UBS FINANCIAL SERVICES INC. (LEXINGTON KY)
KY
09/07/2009 - 12/06/2013
EDWARD JONES (LEXINGTON KY)
BOTH
Issued 09/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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