Unclaimed
Edward James Bradford is a financial advisor with Raymond James Financial Services Advisors, Inc. Edward has been in the financial services industry for over 20 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Edward is a Series 66 and Series 7 holder and holds a Series 10 and Series 9. Edward's previous experience includes a position with Edward Jones. Edward is committed to providing personalized financial advice and investment strategies to help clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/24/2013 - Present
Raymond James Financial Services Advisors, Inc. (FAIRPORT NY)
NY
03/26/2004 - 06/14/2011
EDWARD JONES (FAIRPORT NY)
BOTH
Issued 01/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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