Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karli? Claim Your ProfileKarli Rae Bradley is a financial advisor with Retirement Planners Of America and has been in the industry since February 2011. Karli Rae Bradley is registered with the state of Arizona. Karli Rae Bradley has a Series 66, Series 7, Series 24 and SIE license. Karli Rae Bradley also holds the Certified Financial Planner designation. Karli Rae Bradley previously worked with USAA Financial Advisors, INC..
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/20/2016 - Present
Retirement Planners OF America (Scottsdale AZ)
AZ
02/14/2011 - 07/07/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 03/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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