Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Ball shaw has been in the financial services industry since 2001. Bridget is a registered representative and investment advisor representative of Pinnacle Investments, LLC. Currently, Bridget is licensed in 19 states to provide both brokerage and advisory services, with Pinnacle Investments, LLC. Bridget is committed to providing her clients with personalized financial advice and guidance. Prior to working with Pinnacle Investments, LLC Bridget held positions at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Bridget is a strong advocate for the Legal Project in Albany, NY. Bridget holds several professional designations and is an active member of the financial community.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
06/27/2023 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
06/01/2009 - 02/23/2011
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
NY
05/31/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
TX
01/30/2001 - 06/05/2001
NFP SECURITIES, INC. (AUSTIN TX)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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