Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Shook is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC, located in Dublin, OH. Bradley is registered with FINRA and the state of Ohio. Bradley is also registered as an Investment Advisor Representative with the state of Ohio. Bradley has been in the securities industry since September 8, 2019. Bradley has experience with both individual and institutional clients. Prior to joining Wells Fargo Advisors Financial Network, LLC, Bradley was an investment advisor representative with Mutual of Omaha Investor Services, Inc.
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.
Investment consulting services to institutional clients
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
OH
04/23/2022 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
08/12/2019 - 03/24/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (COLUMBUS OH)
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bradley Shook is the right advisor for you? Invested Better is here to help.
