Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Venus Grimes is a financial advisor at Equita Financial Network, Inc., and has been working in the industry since June 2010. Bridget has experience providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Bridget has a Series 7 and Series 31 license, and a Series 66 license. Bridget is a Certified Financial Planner (CFP).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
08/29/2023 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
CA
06/08/2010 - 08/01/2012
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
BOTH
Issued 08/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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