Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Schwartz is a financial advisor at Edward Jones. Bradley has been in the financial industry since 2011 and has a strong track record of helping clients achieve their financial goals. He has experience working with individuals, families, and businesses. Bradley has extensive knowledge in a variety of financial products and services, including investment management, financial planning, and retirement planning. He is dedicated to providing personalized financial guidance and working closely with his clients to develop tailored financial plans to help meet their unique needs.
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.
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.
See schedule d - miscellaneous
1
2
FL
04/22/2024 - Present
Edward Jones (DAYTONA BEACH FL)
FL
02/20/2019 - 04/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
FL
12/14/2017 - 11/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELAND FL)
FL
10/26/2016 - 12/13/2017
PNC INVESTMENTS (DAYTONA BEACH FL)
FL
07/09/2015 - 10/11/2016
CETERA INVESTMENT SERVICES LLC (NEW SMYRNA BEACH FL)
FL
10/25/2011 - 07/10/2015
WELLS FARGO ADVISORS, LLC (LAKE MARY FL)
FL
11/04/2010 - 02/11/2011
SUNTRUST INVESTMENT SERVICES, INC. (PORT ORANGE FL)
IA
Issued 12/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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