Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Wayne Small is a financial advisor with over 25 years of experience in the financial services industry. Bradley currently works at Oneascent Financial Services LLC. Bradley also has prior experience at TRIAD ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC.. Bradley provides a variety of financial services including financial planning, pension consulting, and portfolio management. Bradley has a Series 7, Series 31, Series 63, and Series 65 licenses. Bradley is also registered to provide advisory services in Connecticut, Florida, Massachusetts, New Hampshire.
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.
Consulting
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.
1
2
AL
12/03/2024 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
MA
06/30/2020 - 08/31/2022
TRIAD ADVISORS LLC (Andover MA)
MA
02/20/2009 - 07/06/2020
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
10/22/2001 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
08/29/1996 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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