Bradley first began his career in the financial services industry in 1991 with Prudential Financial Services. In 1994 he joined Citicorp Investment Services as an Investment Consultant, where he specialized in Investment and Retirement Planning.
The acquisition of Citicorp Investment Services by Smith Barney, revolutionized his focus and practice by adding comprehensive wealth management capabilities.
In 2009, determined to continue to objectively serve his clients needs, Bradley joined LPL Financial, the largest independent Broker Dealer in the United States* and became a co-founding partner in the MK Financial Group, LLC.
Bradley holds the following Securities Registrations with LPL Financial:
Series 6 - Investment Company & Variable Contracts Representative - 1991
Series 7 - General Securities Representative - 1994
Series 63 - Uniform Securities State Law - Blue Sky Law - 1994
Series 65 - Uniform Investment Advisor - 2003
Bradley also received his Financial Planning Specialist Designation with Smith Barney in 2008.
Bradley holds the New York State and New Jersey Life insurance, Health Insurance and Variable Annuity Licenses.
Bradley currently resides in Manalapan, NJ with his wife Malki, their 2 sons, Matthew and Zachary and their dog Samantha.
* As Reported in Financial Planning Magazine June 1996-2018. Based on total Revenue.