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Bradley Swartz

Bradley Swartz

Followers of Bradley Swartz884 followers
location of Bradley SwartzSan Francisco Bay Area

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  • Timeline

  • About me

    Managing Director at Pacer ETFs

  • Education

    • Penn State University

      -
      Bachelor’s Degree Marketing/ Management Summa Cum Laude

      Activities and Societies: National Honors Society

  • Experience

    • Pacer ETFs

      Sept 2019 - now

      My commitment is to helping financial advisors lower their portfolios overall P/E, without sacrificing returns throught Northern California, Northern Nevada and Hawaii.In addition to re-orienting practices by focusing on reducing unnecessary capital gains for their high net worth clients. With a focus on bringing resources that are used to gain additional assets from existing clients and adding new households. To learn more please contact me or visit PacerETFs.com Financial Wholesaling of Exchange Traded Funds

      • External Wholesaler

        Mar 2020 - now

      • Internal Wholesaler

        Sept 2019 - Mar 2020

  • Licenses & Certifications

    • Series 63

      FINRA

    • Series 7

      FINRA