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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 an investment advisor representative with Cetera Investment Advisers LLC. Bradley has been in the financial industry since November 2005 and has a strong track record of providing investment advice and financial planning services. Bradley has a wide range of experience and is committed to helping his clients achieve their financial goals. Bradley has served as a Senior Portfolio Manager for Rosso Financial Group since 2016 and has worked at several other firms including Newbridge Securities Corporation, LPL Financial LLC, and Regal Securities, Inc. Bradley has a Series 7, 6, 3 and 66 registration.
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 8/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 7/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/2/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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