Unclaimed
Bradley Terrence Cozzie is a securities professional with over 9 years of experience in the financial services industry. Bradley is currently registered with Lakeshore Securities, LP, a firm with a focus on providing a range of investment services to clients. Bradley holds the Series 56, SIE and Series 57TO licenses and has a strong track record of success in the financial markets. Previously, Bradley was associated with Gar Wood Securities, LLC.
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.
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.
1
2
IL
02/19/2014 - Present
Lakeshore Securities, LP (Chicago IL)
IL
05/12/2011 - 07/11/2011
GAR WOOD SECURITIES, LLC (NAPERVILLE IL)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
Not sure Bradley Cozzie is the right advisor for you? Invested Better is here to help.