Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Kathryn Borel is an Investment Advisor Representative. Bridget is affiliated with The Pearl Financial Planning LLC. Bridget has been in the industry since April 2014. Bridget has passed the Uniform Investment Adviser Law Examination (Series 65). Bridget specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
11/14/2023 - Present
THE Pearl Financial Planning LLC (ANNAPOLIS MD)
IA
Issued 04/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Bridget Borel is the right advisor for you? Invested Better is here to help.
