Unclaimed
Bridger William Jefferies is a financial advisor with Northwestern Mutual Investment Services, LLC. Bridger has been in the financial services industry since 2021. Bridger William Jefferies is registered to provide investment advice in Arizona, California, Idaho, Texas, Utah, and Wyoming. Bridger is also registered as a Registered Representative in Utah. Bridger has a Series 7, Series 66 and SIE license. Bridger William Jefferies also provides insurance services.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
UT
02/16/2023 - Present
Northwestern Mutual Investment Services, LLC (Farmington UT)
UT
08/25/2021 - 11/07/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FARMINGTON UT)
BOTH
Issued 07/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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