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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Anne Hommey is a financial advisor with over 25 years of experience in the industry. She is currently registered with Western Wealth Management LLC in Beaver Falls, PA. Previously, Bridget worked for firms such as UBS Financial Services Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bridget holds multiple licenses including Series 63, 65, 66, 7 and SIE. In addition to providing investment advisory services, Bridget also provides financial planning and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/01/2024 - Present
Western Wealth Management LLC (Beaver Falls PA)
CO
09/22/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (BAILEY CO)
CO
09/02/2004 - 08/09/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (LONE TREE CO)
NJ
06/21/1999 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
12/23/1997 - 05/07/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
07/03/1995 - 09/05/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
07/06/1993 - 08/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/22/1993 - 07/01/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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