Unclaimed
Bridgit Bennett is a financial advisor in Goodlettsville, TN. Bridgit has 23 years of experience in the financial services industry. Bridgit is registered with Edward Jones and has previously worked for SunTrust Investment Services, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services,Inc., First Union Securities, Inc., First Union Brokerage Services, Inc. and Invest Financial Corporation. Bridgit is also registered with the state of Tennessee as a Registered Investment Advisor. Bridgit holds the Series 7, Series 6, Series 63, and Series 66 licenses.
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.
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.
See schedule d - miscellaneous
1
2
TN
01/03/2022 - Present
Edward Jones (GOODLETTSVILLE TN)
TN
12/18/2006 - 02/10/2017
SUNTRUST INVESTMENT SERVICES, INC. (MADISON TN)
TN
12/01/2001 - 12/01/2006
U.S. BANCORP INVESTMENTS, INC. (GOODLETTSVILLE TN)
NJ
12/08/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
10/01/2000 - 12/08/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/08/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
WI
01/25/1999 - 06/30/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 04/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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