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 at Raymond James & Associates, Inc., with over 30 years of experience in the industry. William has a wide range of experience in the financial services industry, having worked at several prominent firms, including Morgan Keegan & Company, Inc., NationsBanc Capital Markets, Inc., and NationsBanc Investments, Inc. William holds a Series 7, Series 63, and Series 79TO license. William is registered with the state of Tennessee to provide both investment advisory and broker-dealer services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
TN
05/31/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
01/15/2003 - 03/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
03/02/1999 - 09/13/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/02/1995 - 04/13/1999
BA FUTURES, INC. (NEW YORK NY)
NY
01/05/1995 - 08/14/1995
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
01/20/1993 - 11/30/1994
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
CA
01/24/1989 - 11/22/1991
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 02/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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