Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridgette? Claim Your ProfileBridgette Nicholson is an active investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Bridgette has held positions at various firms, including Citigroup Global Markets Inc. and Wedbush Morgan Securities Inc. Bridgette has a broad range of experience and holds multiple licenses, including Series 7, Series 63, and Series 66. She is registered to conduct business in 44 states. Bridgette is also a registered investment advisor in California and Texas.
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
CA
06/18/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEAL BEACH CA)
CA
02/06/2007 - 08/27/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
CA
01/18/2006 - 12/20/2006
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
RI
06/10/2005 - 02/01/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
09/03/2003 - 11/17/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
CA
10/26/2000 - 10/03/2003
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
05/03/1999 - 04/27/2000
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
12/17/1996 - 04/14/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
BOTH
Issued 04/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
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
Not sure Bridgette Nicholson is the right advisor for you? Invested Better is here to help.
