Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridgett? Claim Your ProfileBridgett Starr is a financial advisor with Nicolet Wealth Management, located in Green Bay, Wisconsin. Bridgett Starr has been in the financial services industry since 2022. Bridgett Starr holds Series 7TO, SIE, and Series 66 licenses. Bridgett Starr specializes in providing financial planning, portfolio management, and selection of other advisors. Bridgett Starr also provides financial services to individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
WI
01/24/2024 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
05/09/2022 - 12/22/2023
RBC CAPITAL MARKETS, LLC (STURGEON BAY WI)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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