Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bradshaw is a financial advisor who has been working in the industry since 2000. Currently, Jeffrey Bradshaw is a Registered Representative with Cambridge Investment Research Advisors, Inc. and is registered with the state of California. Jeffrey Bradshaw is also registered as an Investment Advisor Representative in California. Previously, Jeffrey Bradshaw was employed at QA3 FINANCIAL CORP., THE SEIDLER COMPANIES INCORPORATED, HAGERTY, STEWART & ASSOCIATES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey Bradshaw holds the Series 7 and Series 66 licenses. Jeffrey Bradshaw's current branch office location is in Clovis, 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
03/09/2011 - Present
Cambridge Investment Research Advisors, Inc. (Clovis CA)
CA
02/26/2010 - 02/11/2011
QA3 FINANCIAL CORP. (CLOVIS CA)
CA
04/22/2003 - 11/05/2009
QA3 FINANCIAL CORP. (FRESNO CA)
CA
01/02/2001 - 03/31/2003
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
CA
10/02/2000 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
NY
01/06/2000 - 10/03/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Bradshaw is the right advisor for you? Invested Better is here to help.
