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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Howard Bradley is a financial advisor in Atlanta, GA with over 20 years of experience. Daniel has been a registered representative of Morgan Stanley since 2010 and has held various roles within the firm, including experience with Morgan Stanley Private Bank. Daniel has a Series 3, 7, 31, and 63, and SIE licenses. His expertise includes investment management for individuals, businesses, and investment companies. Daniel also has experience in financial planning, pension consulting, asset allocation advice, and the selection of other advisors. In addition to being a registered representative of Morgan Stanley, Daniel is also an investment advisor representative. He is registered in 24 states and the District of Columbia. Daniel has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities Inc., and Lehman Brothers Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/23/2020 - Present
Morgan Stanley (ATLANTA GA)
GA
03/31/2005 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
NY
06/01/2001 - 04/01/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/20/1998 - 05/23/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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