Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrad? Claim Your ProfileJerrad Curtis Bridgmon is a financial advisor currently registered with Cetera Investment Advisers LLC. Jerrad has been in the financial services industry for over 16 years, and has experience with a variety of financial products and services, including investment advisory, financial planning, and portfolio management. Prior to Cetera Investment Advisers LLC, Jerrad was a financial advisor at Securian Financial Services, Inc. for over 16 years. Jerrad holds the Series 66, Series 7, and SIE securities licenses and is also a Certified Financial Planner. In addition to his work as a financial advisor, Jerrad is also an assistant basketball coach for Colorado Springs School. Jerrad is committed to helping his clients achieve their financial goals, and has a strong track record of success.
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.
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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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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