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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Daniels is a financial advisor with Cetera Investment Advisers LLC, a firm that provides investment advisory and financial planning services. Bradley has been in the financial industry since 2005. Cetera Investment Advisers LLC manages approximately 104 billion dollars in client assets. Bradley works out of the firm's Shrewsbury, NJ office. Bradley is registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Hawaii, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
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2
NJ
02/02/2024 - Present
Cetera Investment Advisers LLC (Shrewsbury NJ)
NJ
09/29/2021 - 02/02/2024
NEWBRIDGE SECURITIES CORPORATION (SEA GIRT NJ)
NJ
01/27/2021 - 10/05/2021
LPL FINANCIAL LLC (SEA GIRT NJ)
NJ
07/27/2016 - 03/02/2021
REGAL SECURITIES, INC. (Sea Girt NJ)
NY
02/01/1993 - 10/07/2003
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
BOTH
Issued 08/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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