Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradford is a financial advisor with Affinity Capital Advisors LLC based in Berkeley, CA. Robert has been in the industry since August 2011. Robert has a Series 7, SIE, and Series 66 license. Robert has experience working at Morgan Stanley and Morgan Stanley Private Bank. Affinity Capital Advisors LLC provides financial planning, portfolio management for individuals, pension consulting and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
05/01/2018 - Present
Affinity Capital Advisors LLC (Berkeley CA)
CA
08/25/2011 - 02/21/2017
MORGAN STANLEY (SAN RAFAEL CA)
BOTH
Issued 09/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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