Unclaimed
Bridget Renee Bergman is a financial professional with a strong foundation in the securities industry. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63, and SIE licenses, demonstrating her commitment to providing comprehensive investment advice. Bridget is currently affiliated with Fidelity Brokerage Services LLC, where she has been employed since October 23, 2023. She is licensed in all 50 states and the District of Columbia. Her career in the financial industry spans back to March 17, 2023.
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.
1
2
TX
10/23/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 11/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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