Unclaimed
Bradley Ness is a financial advisor who has been active in the industry since August 1, 1992. Bradley is registered as a broker with Next Financial Group, Inc., where he is licensed in both Massachusetts and Texas. Bradley has experience with financial planning and portfolio management for individuals and businesses. Bradley is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
MA
03/21/2016 - Present
Next Financial Group, Inc. (PLYMOUTH MA)
MA
12/02/2011 - 05/26/2015
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
TX
09/08/2005 - 12/31/2009
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
MA
03/25/1999 - 08/18/2005
BTS SECURITIES CORPORATION (LINCOLN MA)
MA
10/31/1995 - 01/22/1998
BOND TIMING SECURITIES CORPORATION (LINCOLN MA)
NY
03/14/1994 - 10/04/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NJ
06/12/1993 - 03/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/01/1993 - 03/05/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
10/25/1989 - 12/17/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/25/1989 - 02/27/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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