Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Jane Tynan is a financial advisor currently working with Avantax Advisory Services. Bridget is a registered investment advisor representative. Bridget has been in the industry since 2000, and has experience with multiple firms, including H.D. Vest Investment Services, American Funds Distributors, Inc. and OppenheimerFunds Distributor, Inc.. Bridget has passed several exams, including the Series 63, 65, 6, and 7 as well as the Securities Industry Essentials Examination (SIE). Bridget is registered in 37 states across the United States, including Nebraska, California, Texas and Florida. Bridget specializes in financial planning, pension consulting and portfolio management for businesses and individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NE
09/22/2016 - Present
Avantax Advisory Services (Omaha NE)
NE
11/04/2004 - 11/15/2010
H.D. VEST INVESTMENT SERVICES (OMAHA NE)
CA
07/02/2002 - 09/13/2004
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
10/12/1999 - 12/18/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
06/16/1999 - 08/20/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bridget Tynan is the right advisor for you? Invested Better is here to help.
