Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Keefer is a financial advisor with over 9 years of experience in the industry. Bridget is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and is licensed to conduct business in Alaska, California, Hawaii, Idaho, and Oregon. Prior to joining TIAA-CREF, Bridget was with MORGAN STANLEY and LINCOLN INVESTMENT. Bridget is a Series 66, Series 24, SIE, and Series 7 licensed advisor.
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.
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.
Compensation from affiliates
1
2
CA
03/07/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Newark CA)
CA
06/22/2021 - 03/02/2023
MORGAN STANLEY (San Diego CA)
CA
02/20/2014 - 05/25/2021
LINCOLN INVESTMENT (SAN DIEGO CA)
BOTH
Issued 07/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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