Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Fallon is a financial advisor with Thrivent Investment Management Inc. Bridget has been working in the financial services industry since 1999. She has a Series 7, Series 6, and Series 66 license and is registered with the state of Minnesota. Bridget has experience working with individuals, businesses, and churches. Bridget specializes in retirement planning and investment management.
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.
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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MN
05/12/2016 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
03/26/2015 - 03/07/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/14/2010 - 11/05/2012
TOWER SQUARE SECURITIES, INC. (PLYMOUTH MN)
CA
06/30/2009 - 06/15/2010
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
04/14/2004 - 04/08/2009
TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)
FL
03/22/2001 - 04/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
11/30/1998 - 03/19/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NJ
07/25/1995 - 05/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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