Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bradway has over 30 years of experience in the financial services industry, beginning his career in 1990. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with LPL Financial LLC. Steven has extensive experience in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Steven is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
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MA
01/06/2006 - Present
LPL Financial LLC (WEST SPRINGFIELD MA)
NJ
12/05/1990 - 01/07/2004
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/05/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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