Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casper? Claim Your ProfileCasper Bradbury is a financial professional with over 30 years of experience in the industry. Casper has a Series 6 and Series 63 license and is currently registered with Southeast Investments, N.c., Inc. in Charlotte, NC. Casper has previously worked with firms such as ING Financial Partners, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Mutual of America Securities Corporation, Mutual of America Life Insurance Company, and Pruco Securities Corporation. Casper specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
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2
NC
03/17/2008 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
VA
04/03/2006 - 09/14/2007
ING FINANCIAL PARTNERS, INC. (VIENNA VA)
MD
05/03/2005 - 03/13/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
IN
05/03/2005 - 03/13/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/08/1996 - 03/18/2004
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
05/16/1991 - 03/18/2004
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
11/07/1983 - 09/11/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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