Unclaimed
Tedd Bradley is a financial advisor with over 20 years of experience in the financial services industry. Tedd has been with VPWM Advisors, LLC since 2014. Prior to that, Tedd worked at Next Financial Group, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, TCF Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, MML Investors Services, Inc. and The Equitable Life Assurance Society of the United States. Tedd is a registered investment advisor and holds the Series 7, Series 24, Series 51 and Series 63 securities licenses. Tedd specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
03/05/2014 - Present
Vpwm Advisors, LLC (PLYMOUTH MN)
MN
07/20/2005 - 07/06/2007
NEXT FINANCIAL GROUP, INC. (APPLE VALLEY MN)
AZ
10/01/2002 - 07/21/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
03/05/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MN
11/30/2001 - 02/27/2002
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MN
05/05/2000 - 11/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/05/2000 - 11/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
09/07/1999 - 04/18/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/11/1999 - 09/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/11/1999 - 09/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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