Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bari? Claim Your ProfileBari Bridges is a financial advisor with over 10 years of experience in the financial services industry. Bari is registered with Wells Fargo Clearing Services, LLC, and has a series of licenses including Series 66, Series 10, Series 9, SIE and Series 7. Bari holds the Certified Financial Planner designation, indicating a commitment to continuing education and professional standards in the field. Prior to joining Wells Fargo, Bari worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bari also has experience working with Bank of America, N.A. Bari Bridges specializes in providing financial planning and investment management services to individuals and businesses.
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.
Investment consulting services to institutional clients
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
FL
12/07/2017 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
GA
03/08/2013 - 12/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
BOTH
Issued 06/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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