Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Marie Leire is a financial advisor at Raymond James Financial Services Advisors, Inc. in Carefree, Arizona. Bridget Leire is a registered representative with both FINRA and the state of Arizona. Bridget Leire has been in the financial services industry since 2019. Bridget Leire has experience with clients ranging from high-net-worth individuals to corporations and pension plans. She has experience providing financial planning, portfolio management, and other services. Bridget Leire is also associated with Kendrick Wealth Management and Capital Wealth Partners.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
01/08/2025 - Present
Raymond James Financial Services Advisors, Inc. (CAREFREE AZ)
AZ
11/25/2019 - 02/03/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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