Unclaimed
Michael Bradberry is a financial advisor with Fidelity Personal and Workplace Advisors. Michael is registered with FINRA as a registered representative and is licensed in 25 states and 2 states as an investment advisor representative. Michael has been in the industry since May 15, 2024. Michael Bradberry holds the Series 7TO, Series 66 and SIE securities licenses. Michael is located in PALM BEACH GARDENS, FL and specializes in providing Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Educational Seminars and Selection of Other Advisers.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/07/2024 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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