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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cook is a financial advisor with Stifel, Nicolaus & Company, Inc. Bradley has been in the industry since 2014. Bradley is registered with the state of Missouri as both a Broker-Dealer and an Investment Adviser. Bradley is also a Series 63 and 65 Licensee. Bradley has experience working with a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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
MO
07/19/2016 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
03/08/2013 - 09/19/2014
SCOTTRADE, INC. (ST. LOUIS MO)
CA
07/14/1998 - 10/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
IA
Issued 07/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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