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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Mondshane is an active investment advisor representative with LPL Financial LLC. Bradley Mondshane has been in the industry since 1985 and has worked at several firms including Fidelity Brokerage Services LLC, Great Western Financial Securities Corporation, Kimbridge & Co., Inc., Twin City Securities, Inc., First Preferred Investment Corporation, Heiner & Stock, Inc., and NEL Equity Services Corporation. Bradley Mondshane is registered with the state of Texas as an investment advisor representative and with the state of South Carolina as an investment advisor representative and a broker-dealer. Bradley Mondshane has passed the SIE, Series 7, Series 9, Series 10, Series 24, Series 27, Series 52, Series 53, Series 57, Series 63, and Series 66 exams.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
01/24/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/07/1991 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (CHARLOTTE NC)
CA
05/10/1991 - 05/29/1991
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
12/03/1987 - 04/07/1990
KIMBRIDGE & CO., INC.
NA
11/16/1987 - 12/08/1987
TWIN CITY SECURITIES, INC.
NA
01/30/1985 - 11/20/1987
FIRST PREFERRED INVESTMENT CORPORATION
NA
11/28/1983 - 01/10/1985
HEINER & STOCK, INC.
NA
09/23/1983 - 12/09/1983
NEL EQUITY SERVICES CORPORATION
BOTH
Issued 10/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/03/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/01/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/29/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2018
Series 57 - Securities Trader Exam
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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