Unclaimed
Warren Bradley is a financial professional with over a decade of experience in the financial services industry. Warren is currently registered with Eagle Strategies LLC, a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Prior to joining Eagle Strategies LLC, Warren was affiliated with NYLIFE Securities LLC. Warren holds Series 6, 7TO, and SIE securities licenses, and he is also a licensed investment advisor representative in both Louisiana and Texas. Warren specializes in providing financial advice and investment management services to a diverse clientele, including individuals, businesses, and charitable organizations. Warren Bradley’s commitment to client satisfaction and his extensive experience in the financial services industry make him a valuable resource for clients seeking comprehensive financial advice and investment management solutions.
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.
A percentage of the total value of assets under management is charged.
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2
LA
10/13/2022 - Present
Eagle Strategies LLC (SHREVEPORT LA)
LA
10/29/2012 - 03/01/2016
NYLIFE SECURITIES LLC (SHREVEPORT LA)
BOTH
Issued 10/7/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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