Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Werner is an active investment advisor representative who has been in the industry since 1993. Bradley is currently registered with Summit Financial, LLC and has a branch office in Naples, Florida and Valparaiso, Indiana. Bradley has also previously worked with Securities America, Inc., National Planning Corporation, FFP Securities, Inc., and American Express Financial Advisors Inc. Bradley is a licensed investment advisor representative in Florida and Indiana.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2024 - Present
Summit Financial, LLC (NAPLES FL)
IN
10/19/2017 - 12/21/2023
SECURITIES AMERICA, INC. (CHESTERTON IN)
IN
09/26/2003 - 10/24/2017
NATIONAL PLANNING CORPORATION (MICHIGAN CITY IN)
MO
05/11/1993 - 10/10/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
03/24/1993 - 05/11/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/24/1993 - 05/11/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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