Unclaimed
Kevin Bradley is an investment advisor representative with Janney Montgomery Scott LLC. Kevin is a registered investment advisor in Florida, New Jersey, Pennsylvania and Texas. Kevin has been in the industry since 1984. Kevin has passed the following exams: Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and the SIE. Kevin is located in Lancaster, PA.
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.
Fee plus commission
1
2
PA
08/04/2022 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
06/07/1990 - 10/22/2007
JANNEY MONTGOMERY SCOTT LLC (LANCASTER PA)
NA
12/24/1986 - 06/21/1990
BUTCHER & SINGER INC.
NA
10/26/1984 - 11/28/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Bradley is the right advisor for you? Invested Better is here to help.