Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Eisenberg is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Bradley has been in the industry since 2012 and has been registered with Fidelity Personal And Workplace Advisors since 2020. Bradley holds the Series 7, Series 9, Series 10, Series 55, Series 62, Series 66, and SIE licenses. Bradley has a Certified Financial Planner designation.
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.
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
NC
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
NC
06/06/2017 - 05/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Durham NC)
NC
06/13/2014 - 05/30/2017
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
IL
07/16/2013 - 01/21/2014
AXA ADVISORS, LLC (DEERFIELD IL)
IL
12/15/2005 - 10/10/2007
GREAT POINT CAPITAL LLC (CHICAGO IL)
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/2005
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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