Unclaimed
Bradley Saler is a financial advisor registered with UBS Financial Services Inc. and is licensed to provide investment advice in multiple states, including New Jersey, Pennsylvania and Texas. Bradley Saler has over 20 years of experience in the financial industry and has held licenses since 1998. Bradley Saler has been with UBS Financial Services Inc. since January 2009.
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.
See schedule d - miscellaneous
1
2
NJ
05/19/2009 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
NJ
02/18/1998 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley s. Saler is the right advisor for you? Invested Better is here to help.