Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Robert Bradley is a financial advisor with over 24 years of experience in the financial services industry. Howard currently holds the position of an Investment Adviser Representative at Chicago Partners Investment Group LLC, and is registered with the state of New York. Howard's previous experience includes roles at Mutual Securities, Inc., Northlanding Financial Partners, LLC, Wall Street Financial Group, Inc., Ensemble Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Morgan Stanley DW Inc. Howard holds a Series 7, 31, and 63 license and is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
NY
06/06/2023 - Present
Chicago Partners Investment Group LLC (Victor NY)
NY
09/06/2016 - 06/01/2023
MUTUAL SECURITIES, INC. (Rochester NY)
NY
07/29/2011 - 09/02/2016
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
06/10/2009 - 08/01/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
12/17/2001 - 05/14/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
12/17/2001 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
08/14/1998 - 12/21/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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