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Bridget Renee Bergman

Fidelity Brokerage Services LLC

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About Bridget Renee Bergman

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.

Firm Information

Bridget Bergman is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Bridget Bergman’s Registration & Firm History

TX

10/23/2023 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bridget Renee Bergman.
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