Bradley Rosley (CRD# 1559979) is an Investment Advisor Representative working at Fortune Financial Group, Inc. in Naples, FL and has over 32 years of experience in the finance industry. Bradley Rosley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Trust Investment Services Inc. | Whiting, IN | Jan 2013 - Current | 11 |
| Fortune Financial Group | Glen Ellyn, IL | Nov 2001 - Current | 22 |
| Lcm Capital Management Inc. | Chicago, IL | Jun 2002 - Dec 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- FL
- IL
- TX
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts470ACCOUNTS
-
Average Account Value$193,617
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, TX
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