Unclaimed
Bridget Snell is a financial advisor with Northwestern Mutual Investment Services, LLC. Bridget has over 10 years of experience in the financial services industry. Bridget has a strong track record of helping clients achieve their financial goals. Bridget is committed to providing her clients with personalized financial advice and guidance. Prior to joining Northwestern Mutual Investment Services, LLC Bridget worked with Key Investment Services LLC and Fifth Third Securities, Inc. Bridget holds Series 6, 7, and 63 licenses. Bridget is also a Series SIE exam holder. Bridget is registered with the states of Ohio and Florida.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
09/11/2015 - Present
Northwestern Mutual Investment Services, LLC (CINCINNATI OH)
OH
01/10/2014 - 07/07/2015
KEY INVESTMENT SERVICES LLC (WEST CHESTER OH)
IN
11/12/2012 - 10/11/2013
FIFTH THIRD SECURITIES, INC. (GREENSBURG IN)
BC
Issued 12/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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