Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Mary Oconnell is a registered representative with Truist Investment Services, Inc., a firm with an active Broker-Dealer registration. Bridget Mary Oconnell has been in the securities industry since March 16, 2010. Bridget Mary Oconnell has passed the Series 7, Series 24, Series 57TO, Series 99TO and SIE exams.
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.
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.
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2
PA
02/17/2021 - Present
Truist Investment Services, Inc. (KING OF PRUSSIA PA)
PA
03/01/2016 - 02/17/2021
BB&T SECURITIES, LLC (KING OF PRUSSIA PA)
PA
03/17/2010 - 03/30/2016
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
BC
Issued 02/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/30/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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