Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Wright McIntosh is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Bellevue, Washington. Bradley is a licensed representative with 7 years of experience in the financial industry. Bradley is registered to provide advisory services in 18 states, including Washington, California, Oregon, Texas, and more. Bradley has passed the Series 66, Series 7, and SIE exams. In addition to financial planning, Bradley also offers portfolio management for individuals, businesses, and pooled investment vehicles.
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
WA
08/12/2024 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
CA
05/08/2023 - 07/15/2024
MONEY CONCEPTS CAPITAL CORP (FULLERTON CA)
CA
05/14/2020 - 01/06/2022
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
03/18/2017 - 12/31/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 04/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2017
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
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