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 Wilson is a financial advisor with Edward Jones. Bridget has been a registered representative for over 20 years and has a strong background in financial planning and portfolio management. Bridget has worked in various roles within the financial industry, including at Walnut Street Securities, Inc., American General Equity Services Corporation, and General American Distributors, Inc. Bridget is also a licensed principal and has passed several industry exams, including the Series 7, Series 9, Series 10, Series 24, and Series 66. Bridget holds specializations in securities, investment banking, mutual funds, and variable contracts.
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.
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.
See schedule d - miscellaneous
1
2
MO
10/03/2014 - Present
Edward Jones (ST. LOUIS MO)
MO
07/19/2006 - 10/08/2007
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
TX
08/18/2005 - 03/30/2006
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
NY
07/18/2002 - 09/17/2003
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
CA
12/20/1991 - 07/18/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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