Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget K Tetak is a financial advisor at Kestra Private Wealth Services, LLC. Bridget has been in the financial industry since August 11, 2015. Bridget holds a Series 66, 31, 10, 9, 7 and SIE license and is registered in 38 states. Bridget is a Certified Financial Planner and has experience working with individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, pension and profit sharing plans, and banking or thrift institutions. Bridget is committed to providing her clients with holistic financial planning and helping them achieve their financial goals.
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.
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
OH
05/08/2024 - Present
Kestra Private Wealth Services, LLC (ZANESVILLE OH)
OH
08/12/2015 - 05/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZANESVILLE OH)
BOTH
Issued 09/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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