Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karly? Claim Your ProfileKarly Bradbury is an investment advisor representative registered with Voya Financial Advisors, Inc., based in PORTLAND, OR. Karly is a licensed professional, holding Series 66, Series 24, and Series 7 licenses. She is also a registered investment advisor in Oregon and Washington. Karly has a diverse background, having previously worked with ING FINANCIAL ADVISERS, LLC and THRIVENT INVESTMENT MANAGEMENT INC. Karly is a creative individual, owning a business called KARLY T. BRADBURY- WEDDING & EVENT COORDINATING. Her specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisers. Karly has a proven track record of success in the financial services industry, and her expertise in investment strategies, financial planning, and client relationship management enables her to provide tailored solutions to meet the unique needs of her clients.
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.
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.
1
2
OR
01/03/2011 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
WA
09/13/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SPOKANE WA)
IA
02/24/2006 - 08/07/2006
THRIVENT INVESTMENT MANAGEMENT INC. (JOHNSTON IA)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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