Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradley has been in the financial services industry since June 1991. Robert has extensive experience in the industry having worked with a number of firms including Lesko Securities Inc. and The Concord Equity Group, LLC. He has been with LPL Financial LLC since February 2004. Robert is a Certified Financial Planner and holds licenses for both securities and investment advisory services. Robert currently works out of the Towanda, PA branch office. He has a wide range of experience working with individuals, corporations and other business entities. Robert provides a number of services including financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
PA
08/03/2021 - Present
LPL Financial LLC (TOWANDA PA)
NY
07/27/1998 - 02/05/2004
LESKO SECURITIES INC. (VESTAL NY)
NJ
12/20/1997 - 07/24/1998
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
06/20/1991 - 12/20/1997
LESKO SECURITIES INC. (VESTAL NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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