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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Swanson is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors, a firm that specializes in providing financial advice and services to individuals, families, and businesses. Bradley has been in the financial industry for over 10 years and has a strong understanding of investment strategies and portfolio management. Bradley has been registered with FINRA since 2014 and has earned the Series 63, 66, 7, 9, 10, and SIE licenses. Previously, Bradley worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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.
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2
FL
09/14/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
02/14/2014 - 11/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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