Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Sullivan is a financial advisor at Mutual Advisors, LLC with over 19 years of experience in the financial services industry. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63 and 65 licenses. Bradley is registered to provide investment advice in 9 states, including California, Alabama, Alaska, Arizona, Colorado, Hawaii, Nevada and Oregon. Bradley's previous experience includes roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, MetLife Investors Distribution Company and Mutual Securities, Inc. Bradley provides comprehensive wealth management services to individuals and businesses, including financial planning, portfolio management, and investment consulting.
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.
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 consulting
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
CA
03/01/2016 - Present
Mutual Advisors, LLC (Roseville CA)
CA
06/01/2009 - 08/07/2013
MORGAN STANLEY (NEWPORT BEACH CA)
CA
12/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROSEVILLE CA)
CA
05/03/2006 - 12/19/2007
WACHOVIA SECURITIES, LLC (ROSEVILLE CA)
NY
12/11/2004 - 03/24/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
01/28/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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