Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bradshaw is a financial advisor with Global Retirement Partners LLC. David has been in the financial services industry since 2012. David has a Series 6, Series 63, Series 65, and SIE licenses. David specializes in providing financial planning services to individuals and businesses. David is a registered investment advisor representative in Connecticut, Maine, Massachusetts, and New Hampshire. David is also a registered representative with LPL Financial. David provides financial planning and retirement planning services to individuals and businesses. David is based in San Rafael, CA.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/13/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MA
10/03/2012 - 07/18/2016
NYLIFE SECURITIES LLC (LEXINGTON MA)
IA
Issued 09/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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