Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Erin Costello is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC. Bridget has been a financial advisor since 2013 and holds Series 63, 65, and 7 licenses. She also holds the SIE designation. Bridget previously worked at TD Ameritrade, Inc. and has experience working with individuals, corporations, businesses, investment companies, high-net-worth individuals, insurance companies, charitable organizations, state or municipal government entities, pension and profit sharing plans, and pooled investment vehicles. Bridget specializes in investment management and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/29/2015 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
08/25/2014 - 10/21/2014
TD AMERITRADE, INC. (BEVERLY HILLS CA)
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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