Unclaimed
Brian Bradley is a financial advisor with MML Investors Services, LLC based in Hauppauge, NY. Brian has been in the financial services industry since 2001. Brian is registered with the following securities regulators: FINRA and the states of Arizona, Florida, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. Brian is also registered as an investment advisor representative in New York and Texas. Brian has passed Series 6, 63, 26 and SIE exams. In addition to providing financial advice, Brian also holds an insurance license and sells business health insurance 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
08/28/2020 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
12/04/2001 - 04/20/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAYVILLE NY)
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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