Unclaimed
Bradley Steven Turner is a financial advisor currently registered with Equitable Advisors, LLC and has been in the industry since November 1999. Bradley Steven Turner is also registered with FINRA, the Financial Industry Regulatory Authority. Bradley Steven Turner has been working with clients in areas such as financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Bradley Steven Turner has held past registration with MONY Securities Corporation and First Union Securities, 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.
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.
1
2
NC
01/14/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NY
07/02/2002 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
10/01/2000 - 02/22/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/11/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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