Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Scott Stewart is a financial advisor with Cambridge Investment Research Advisors, Inc. Bradley has been a registered representative for over 7 years. Bradley holds Series 7 and Series 63 licenses as well as the Series 65 license and the SIE exam. Bradley has experience working with individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Bradley has also held positions with Ameriprise Financial Services, Inc., OnPointe Advisory and Financial Services LLC, and The DFS Group LLC.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
10/13/2017 - Present
Cambridge Investment Research Advisors, Inc. (Irving TX)
TX
02/12/2016 - 06/05/2017
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
IA
Issued 02/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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