Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Thomas Dantzler is an investment advisor representative with Raymond James & Associates, Inc. Bradley has been in the financial services industry since 1994. Bradley is registered with the state of Florida and Texas. Bradley has also been registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and EDWARD JONES in the past. Bradley holds a Series 63, Series 66, Series 7, and SIE license. Bradley is also a registered investment advisor representative in Florida and Texas. Bradley provides financial planning, portfolio management, and other investment advisory services to individuals and businesses. Bradley is also an owner of a rental property in Winter Haven, Florida.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/10/2013 - Present
Raymond James & Associates, Inc. (WINTER HAVEN FL)
FL
04/17/2003 - 05/22/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
MO
12/20/1994 - 04/21/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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