Unclaimed
Bradley Sims is a registered investment advisor representative with IMA Advisory Services, Inc.. Bradley has over 15 years of experience in the financial services industry. Bradley has worked with firms like TRANSAMERICA INVESTORS SECURITIES CORPORATION, ARKADIOS CAPITAL, and TRIAD ADVISORS, INC. Bradley holds the Series 6, Series 63, and Series 65 licenses and has been active in the industry since 2006. Bradley specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/10/2024 - Present
IMA Advisory Services, Inc. (DENVER CO)
NY
03/24/2020 - 05/21/2024
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
GA
03/08/2017 - 09/29/2017
ARKADIOS CAPITAL (Atlanta GA)
GA
05/30/2012 - 03/09/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
02/14/2012 - 03/16/2012
ING FINANCIAL PARTNERS, INC. (ATLANTA GA)
GA
05/09/2006 - 03/16/2012
ING FINANCIAL ADVISERS, LLC (ATLANTA GA)
IA
Issued 11/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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