Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Bradley is a financial advisor based in White Plains, NY. Timothy is registered with Dynamic Trading Management, LLC, and has been in the industry since 1991. Timothy is a registered representative of Dynamic Trading Management, LLC. Timothy holds licenses for both securities and investment advice, allowing Timothy to offer investment products and advisory services. Timothy is also registered in several states to provide these services. Timothy has experience working for several other firms prior to joining Dynamic Trading Management, LLC, including Allied Beacon Partners, Inc., Advanced Planning Securities, Inc., Clark Dodge & Co., Inc., Citigroup Global Markets Inc., and Nathan & Lewis Securities, Inc. Timothy has a history of providing investment advice and services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/04/2023 - Present
Dynamic Trading Management, LLC (WHITE PLAINS NY)
NY
01/02/2009 - 07/03/2013
ALLIED BEACON PARTNERS, INC. (WHITE PLAINS NY)
NY
01/30/2007 - 12/31/2008
ADVANCED PLANNING SECURITIES, INC. (WHITE PLAINS NY)
NY
02/20/2006 - 02/01/2007
CLARK DODGE & CO., INC. (WHITE PLAINS NY)
NY
12/16/1998 - 03/06/2006
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NY
09/03/1991 - 12/08/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
01/11/1991 - 09/06/1991
CPC SECURITIES CORPORATION
BOTH
Issued 10/17/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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