Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Perry is a financial professional with over 25 years of experience in the financial services industry. Bradley has been with Charles Schwab & CO., Inc. since March 2014, where Bradley holds a Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 52TO, Series 55, Series 57TO, and SIE. Bradley has a strong background in providing financial advice to individuals and families, and Bradley is committed to helping clients achieve their financial goals. In addition to his work at Charles Schwab & CO., Inc., Bradley is also a Registered Representative for Charles Schwab Bank SSB. Bradley's previous experience includes positions at MML INVESTORS SERVICES, LLC, HORNOR, TOWNSEND & KENT, INC., BARRON MOORE, INC., TD WATERHOUSE INVESTOR SERVICES, INC., CAPITAL INSTITUTIONAL SERVICES, INC., ADVANCED CLEARING, INC., AMERITRADE, U.S. BANCORP INVESTMENTS, INC., and CERES SECURITIES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/15/2014 - Present
Charles Schwab & CO., Inc. (Dallas TX)
TX
10/19/2010 - 03/07/2014
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
05/21/2004 - 10/15/2010
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
TX
08/21/2003 - 04/29/2004
BARRON MOORE, INC. (DALLAS TX)
NE
11/11/2002 - 08/22/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/04/2000 - 09/11/2002
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
NE
04/03/2000 - 10/19/2000
ADVANCED CLEARING, INC. (OMAHA NE)
NE
02/18/1998 - 10/19/2000
AMERITRADE (BELLEVUE NE)
MN
05/09/1997 - 02/05/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NE
03/28/1996 - 04/24/1997
CERES SECURITIES, INC. (BELLEVUE NE)
BOTH
Issued 08/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1999
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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