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 Itagaki is a financial advisor with Raymond James Financial Services Advisors, Inc. Bradley has been in the financial services industry since June 15, 2011 and is registered with the state of Hawaii and Texas. Bradley holds a Series 7, Series 66, and SIE licenses. Bradley is also a Certified Financial Planner. Bradley has been a financial advisor at Raymond James Financial Services Advisors, Inc. since March 2017. Prior to that, Bradley was a financial advisor at AXA ADVISORS, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
04/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Honolulu HI)
HI
07/23/2009 - 04/21/2015
AXA ADVISORS, LLC (HONOLULU HI)
BOTH
Issued 06/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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