Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Eisen is an investment advisor representative with over 17 years of experience in the financial services industry. Bradley has been registered with Westwood Management Corp. since May 1, 2023, and has a strong track record of success in providing investment advice to a wide range of clients. Prior to joining Westwood Management Corp., Bradley was an advisor at UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and RBC Dain Rauscher 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
05/01/2023 - Present
Westwood Management Corp. (WESTPORT CT)
NY
12/20/2010 - 04/29/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 01/04/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
02/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
DC
12/15/2005 - 12/07/2006
RBC DAIN RAUSCHER INC. (WASHINGTON DC)
BOTH
Issued 01/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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