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 with over 20 years of experience in the financial services industry. He is currently registered with Wealthcare Advisory Partners LLC, where William provides financial planning, pension consulting, and portfolio management for individuals and businesses. William has held previous roles at several firms including Principal Securities, Inc., HORNOR, TOWNSEND & KENT, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. William is a Chartered Financial Consultant and holds the Series 6, 7, 63, and SIE licenses.
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.
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
PA
08/01/2023 - Present
Wealthcare Advisory Partners LLC (HORSHAM PA)
PA
02/09/2004 - 08/15/2023
PRINCIPAL SECURITIES, INC. (DOYLESTOWN PA)
PA
02/18/2003 - 02/05/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
12/13/2001 - 07/28/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
10/16/1998 - 11/30/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
12/22/1993 - 09/29/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
GA
06/02/1992 - 11/02/1993
FSC SECURITIES CORPORATION (ATLANTA GA)
OH
02/22/1980 - 06/19/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 03/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
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