Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradley is a financial advisor who has been in the industry since 2010. William is currently registered with J.P. Morgan Securities LLC and is licensed to offer financial advice in Pennsylvania and Texas. William has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SAGEPOINT FINANCIAL, INC.. William holds the Series 6, 7, 63 and 65 licenses. William specializes in providing financial advice to individuals, businesses, and institutions. William has a strong commitment to providing clients with personalized financial advice and helping them reach their financial goals. William is dedicated to helping clients develop comprehensive financial plans that address their unique needs. William is a highly experienced and qualified financial advisor with a proven track record of success.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
08/19/2021 - Present
J.p. Morgan Securities LLC (Media PA)
PA
11/10/2011 - 08/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
PA
08/19/2009 - 02/03/2011
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
IA
Issued 01/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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