Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Bradshaw is a financial advisor who has been working in the financial services industry since June 1998. Martha is currently registered with LPL Financial LLC. Prior to joining LPL, Martha worked with SA Stone Wealth Management, Wells Fargo Advisors, A. G. Edwards & Sons, Citigroup Global Markets and Morgan Stanley DW Inc.. Martha is registered to provide investment advice and securities in Mississippi.
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.
Consulting and other non-discretionary advisory services
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.
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2
MS
01/01/2025 - Present
LPL Financial LLC (PASCAGOULA MS)
MS
03/07/2014 - 06/26/2023
SA STONE WEALTH MANAGEMENT INC. (PASCAGOULA MS)
AL
01/01/2008 - 11/01/2012
WELLS FARGO ADVISORS, LLC (MOBILE AL)
MS
07/21/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PASCAGOULA MS)
NY
02/20/2004 - 07/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/18/1997 - 02/23/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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