Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Winsor Simmons is an Investment Advisor Representative, licensed to provide investment advice in Georgia. He is a Registered Representative for Stifel, Nicolaus & Company, Inc., and has been working with the company since 2014. Prior to joining Stifel, Nicolaus & Company, Inc., Bradley Winsor Simmons was an Investment Advisor Representative at RAYMOND JAMES & ASSOCIATES, INC. and worked for several other investment companies. He holds a Series 7, Series 63, and Series 65 license. He is a financial advisor with expertise in helping clients with their financial planning, pension consulting, and portfolio management needs.
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
GA
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
02/13/2013 - 07/18/2014
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
01/24/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NY
01/17/2003 - 02/07/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
02/15/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/13/1995 - 03/04/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
07/29/1985 - 02/23/1995
THE ROBINSON-HUMPHREY COMPANY INC.
GA
09/25/1980 - 02/23/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
06/19/1984 - 08/12/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 07/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities 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
Not sure Bradley Simmons is the right advisor for you? Invested Better is here to help.
