Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bradford is an investment advisor representative with Equity Services, Inc. Scott has been in the industry since 2018. Scott has a Series 63, Series 65, Series 6TO, and SIE licenses. Scott works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Scott provides financial planning, pension consulting, and portfolio management services. Scott also offers educational seminars and selection of other advisors. Scott is registered to offer investment advisory services in Colorado, Minnesota, Utah, and Wisconsin.
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.
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.
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2
IL
06/24/2024 - Present
Equity Services, Inc. (CHICAGO IL)
WI
04/25/2023 - 06/06/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LA CROSSE WI)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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