Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Curtis is a financial professional with experience in the securities industry. Bradley is currently registered with Tag Capital Partners and has previously held roles at Ashland Securities, LLC and Peakstone Securities, LLC. Bradley holds the Series 63, SIE, and Series 79 licenses and is currently registered in New York 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.
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.
1
2
TX
02/07/2023 - Present
TAG Capital Partners (Southlake TX)
FL
10/22/2021 - 12/09/2022
ASHLAND SECURITIES, LLC (MIAMI FL)
IL
10/18/2013 - 09/20/2021
PEAKSTONE SECURITIES, LLC (CHICAGO IL)
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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