Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrad? Claim Your ProfileJerrad Bridgmon is a financial advisor registered with Cetera Investment Advisers LLC in Colorado. Jerrad has been in the financial services industry since 2007. Jerrad holds the Series 7, Series 66, and SIE licenses. Jerrad is also a Certified Financial Planner. Jerrad's previous experience includes working for Securian Financial Services, Inc., Strategic Financial Partners, and Steadfast Wealth Co. Jerrad is affiliated with Cetera Investment Advisers LLC and provides investment advice to individuals, corporations, and other businesses. Jerrad's specializations include investments, retirement planning, college savings, estate planning, and insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
08/10/2023 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
05/04/2007 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Colorado Springs CO)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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