Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Wyatt is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry since 2006. She is a registered representative and investment advisor representative in Connecticut. She has a Series 7, Series 63 and Series 66 license. She is also registered in California, Florida, Massachusetts, New Jersey, New York, Pennsylvania, and Tennessee. Previously, Bridget Wyatt has also worked for UBS Securities LLC, UBS Financial Services Inc., OTR Global Trading LLC, and OTA LLC. Her specializations include Investment Advisory, Portfolio Management, Broker-Dealer, Private Banking, and Trust.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
10/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NY
03/01/2018 - 10/03/2023
UBS SECURITIES LLC (NEW YORK NY)
NY
06/25/2010 - 01/21/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/24/2006 - 06/14/2010
OTR GLOBAL TRADING LLC (PURCHASE NY)
NY
02/01/2006 - 12/31/2008
OTA LLC (PURCHASE NY)
BOTH
Issued 12/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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