Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Scot Frisk is a financial advisor who is registered with Raymond James Financial Services Advisors, Inc.. Bradley has been in the securities industry since 2011. Bradley has a strong background in wealth management, investment and retirement planning, and provides advisory services for individuals, businesses and pension plans. Bradley is also registered as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in the state of California and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
06/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Sacramento CA)
CA
01/04/2017 - 07/11/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
04/22/2015 - 01/10/2017
J.P. MORGAN SECURITIES LLC (ROCKLIN CA)
CA
10/23/2014 - 03/09/2015
MORGAN STANLEY (Menlo Park CA)
CA
08/15/2011 - 07/26/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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