Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Bradley is a financial advisor with over 23 years of experience in the industry. Christopher is currently registered with MML Investors Services, LLC in Ohio and Texas. Christopher has also held previous registrations with LPL Financial LLC, Ivy Distributors, Inc., Waddell & Reed, TD Waterhouse Investor Services, Inc., and H.J. Meyers & Co., Inc. Christopher is a licensed Investment Advisor Representative and has passed the Series 63, Series 65, Series 7, Series 9 and Series 10 exams. Christopher has extensive experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and other clients.
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
OH
03/20/2024 - Present
MML Investors Services, LLC (New Albany OH)
OH
06/14/2021 - 02/06/2023
LPL FINANCIAL LLC (DELAWARE OH)
KS
03/03/2004 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
03/03/2004 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
NE
02/06/1998 - 04/01/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
03/12/1997 - 08/22/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 05/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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