Unclaimed
Daniel Bradshaw is a financial advisor who has been active in the financial industry since 2001. Daniel Bradshaw is currently registered with Pimco Investments LLC in Austin, TX. Previously, Daniel Bradshaw was registered with Allianz Global Investors Distributors LLC, OptionsXpress, Inc., Morgan Stanley DW Inc., and E*TRADE Securities, Incorporated. Daniel Bradshaw holds Series 4, 7, 24, 31, 66, and SIE licenses. Daniel Bradshaw is registered in Florida.
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.
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.
1
2
TX
02/14/2011 - Present
Pimco Investments LLC (Austin TX)
CA
08/20/2007 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
IL
03/24/2004 - 07/16/2007
OPTIONSXPRESS, INC. (CHICAGO IL)
NY
05/07/2002 - 02/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/15/1999 - 03/22/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
BOTH
Issued 07/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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