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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridgette? Claim Your ProfileBridgette Isaacs is an active financial advisor in the state of Georgia with over 20 years of experience in the financial industry. Bridgette has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. Previously, Bridgette was employed at UBS Financial Services Inc. and Merrill Lynch. She holds several licenses and registrations including Series 7, Series 10, Series 9, and Series 66. Bridgette is registered to provide investment advice in several states and has extensive experience in portfolio management for individuals and businesses.
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
GA
06/10/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
06/16/2006 - 06/19/2012
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
10/19/2000 - 06/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
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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