Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Robert Bradley is a registered investment advisor representative with Charles Schwab & Co., Inc.. Grant has been in the securities industry since May 18, 2023 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Grant's firm, Charles Schwab & Co., Inc., is a large firm with over 15,000 employees and over $50 billion in assets under management. The firm provides financial planning, portfolio management, and other advisory services to a wide range of clients. Grant specializes in investment and financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
06/20/2023 - Present
Charles Schwab & CO., Inc. (New York City NY)
BOTH
Issued 06/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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