Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridgid? Claim Your ProfileBridgid Clare Kelly is an active investment advisor representative with UBS Financial Services Inc. Bridgid Kelly has been in the financial industry since June 6, 2009 and has experience with several other firms including LICCAR SECURITIES, LLC and E D & F MAN CAPITAL MARKETS INC. Bridgid Kelly is registered in multiple states and holds Series 3, 7, 63, 66 and SIE licenses. Bridgid Kelly has experience working with individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/02/2025 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
07/27/2017 - 02/16/2018
LICCAR SECURITIES, LLC (CHICAGO IL)
IL
12/10/2014 - 10/02/2015
E D & F MAN CAPITAL MARKETS INC. (Chicago IL)
IL
01/14/2014 - 12/23/2014
ICAP CORPORATES LLC (CHICAGO IL)
IL
09/01/2008 - 01/16/2014
NEWEDGE USA, LLC (CHICAGO IL)
IL
09/27/2006 - 09/01/2008
NEWEDGE FINANCIAL INC. (CHICAGO IL)
BOTH
Issued 07/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bridgid Kelly is the right advisor for you? Invested Better is here to help.
