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 Mellott is an investment advisor representative at Cambridge Investment Research Advisors, Inc. in Fairfield, Iowa. Bridget has been in the financial services industry since 2008 and holds a Series 7, Series 24, Series 53, and Series 66 securities licenses. Bridget also has a Series 99TO license. In addition to her financial services experience, Bridget is a board member for the Jefferson County Farm Bureau.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
03/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
BOTH
Issued 03/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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