Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Bruggeman is a financial advisor with Meridian Financial, LLC. Georgia has been a registered representative since 1985 and has experience providing financial planning and portfolio management services to individuals. Georgia is a Certified Financial Planner and has a Series 7 license. Georgia's firm, Meridian Financial, LLC, has approximately 230 million dollars in assets under management. Meridian Financial, LLC's services include financial planning, portfolio management, and securities analysis. Georgia has a strong focus on providing financial advice to high net worth individuals and individuals other than high net worth.
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.
Personalized portfolio management to meet individual financial objectives.
Securities analysis
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
MA
07/17/2024 - Present
Meridian Financial, LLC (HOLLISTON MA)
NA
12/17/1985 - 11/04/1987
TRAVELERS EQUITIES SALES, INC.
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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