Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montgomery? Claim Your ProfileMontgomery Bradley is a financial advisor with over 30 years of experience in the industry. Montgomery is currently registered with Janney Montgomery Scott LLC in Mystic, Connecticut. Montgomery has held previous positions at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Montgomery has a strong track record of success in providing financial advice and portfolio management services to individuals, families, and businesses.
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
CT
01/06/2022 - Present
Janney Montgomery Scott LLC (Mystic CT)
CT
01/01/2008 - 01/18/2019
WELLS FARGO CLEARING SERVICES, LLC (MYSTIC CT)
CT
12/07/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MYSTIC CT)
NY
03/21/1989 - 11/06/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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