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 Platania is a financial advisor with LPL Financial LLC. Bridget has been in the financial industry since 2011 and holds Series 7, Series 63, and Series 65 licenses. Bridget is based in Arlington Heights, IL and is registered to provide investment advisory services in both Illinois and Florida. Bridget also provides consulting and other non-discretionary advisory services and her experience includes working for CETERA ADVISOR NETWORKS 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.
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.
Consulting and other non-discretionary advisory services
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.
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IL
06/20/2018 - Present
LPL Financial LLC (ARLINGTON HEIGHTS IL)
IL
10/10/2011 - 06/21/2018
CETERA ADVISOR NETWORKS LLC (ARLINGTON HEIGHTS IL)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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