Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Roger Kastan is a financial advisor at Janney Montgomery Scott LLC. Bradley has been in the financial services industry for over 40 years, beginning their career in 1981. Bradley is a Series 7, 8, 63, and 66 licensed advisor and is registered in over 18 states. Bradley's primary office is in Columbus, Ohio. Bradley also has a history of serving on the boards of both a synagogue and the Ohio State University.
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.
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.
Fee plus commission
1
2
OH
08/29/2022 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
09/06/2013 - 08/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (BEXLEY OH)
OH
01/31/2006 - 09/13/2013
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
NJ
03/26/1991 - 02/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/31/1988 - 03/21/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/15/1988 - 05/21/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/12/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
11/27/1981 - 03/22/1985
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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