Unclaimed
Bradley Scott Turnwald is a financial advisor with over 20 years of experience in the industry. Bradley is registered as a securities broker and investment advisor representative with Hantz Financial Services, Inc. Bradley has earned several professional licenses, including Series 6, 7, 63, and 65. Bradley is currently licensed to sell securities in 36 states, including California, Texas, New York, Florida, and Michigan. Bradley specializes in working with individual investors, high-net-worth individuals, businesses, and charitable organizations. Bradley offers investment advisory services, including portfolio management, financial planning, and selection of other advisors.
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.
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
MI
04/17/2017 - Present
Hantz Financial Services, Inc. (ANN ARBOR MI)
IA
Issued 05/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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