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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur Bradley is an investment advisor representative with Wells Fargo Clearing Services, LLC, located in Scottsdale, Arizona. William has been in the industry since 1995. William is registered with FINRA and holds Series 3, 7, 24, and 66 licenses. William has previously worked with Compak Securities, Inc., Triad Advisors, Inc., and Sentra Securities Corporation. William also owns WAB Enterprises Inc., a non-investment related company that leases an aircraft and owns William Bradley LLC, a holding company for pension accounts. William serves as trustee for St. Riate PSP and is a silent partner in Renew Automotive Sales LLC. William provides investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
AZ
06/26/2013 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
CA
12/04/2003 - 07/08/2013
COMPAK SECURITIES, INC. (NEWPORT BEACH CA)
GA
02/08/2001 - 04/02/2002
TRIAD ADVISORS, INC. (ATLANTA GA)
AZ
07/21/2000 - 12/08/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 07/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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