Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Ann Haling is a financial advisor in Doyline, Louisiana and is registered with Assetmark, Inc. Bridget has been in the industry since 2011. Before joining Assetmark, Inc. Bridget has worked with other financial services companies in Louisiana including: Securities Management & Research, Inc., Morgan Stanley, J.P. Morgan Securities LLC, Chase Investment Services Corp., Securian Financial Services, Inc. and Ameriprise Financial Services, Inc. Bridget holds the Series 66, Series 7 and SIE licenses. Bridget is a Gold Relationship Manager for Assetmark, Inc. and an affiliate of Assetmark Brokerage, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
12/21/2021 - Present
Assetmark, Inc. (Doyline LA)
LA
10/03/2017 - 05/04/2021
SECURITIES MANAGEMENT & RESEARCH, INC. (Shreveport LA)
LA
05/30/2013 - 08/22/2017
MORGAN STANLEY (SHREVEPORT LA)
LA
10/01/2012 - 05/02/2013
J.P. MORGAN SECURITIES LLC (SHREVEPORT LA)
LA
08/07/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)
LA
01/04/2012 - 07/06/2012
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
AR
05/05/2010 - 06/09/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MAGNOLIA AR)
BOTH
Issued 06/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bridget Haling is the right advisor for you? Invested Better is here to help.
