Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Bridgeman is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jessica has been in the industry since October 2016 and holds Series 63, 66 and 7 licenses. Jessica has a current registration with the state of Minnesota and Texas. Jessica is registered with the state of Colorado as both a broker and an investment advisor representative. Jessica also owns rental property and maintains this as a separate business.
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.
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
MN
09/26/2022 - Present
Fidelity Personal AND Workplace Advisors (MAPLE GROVE MN)
NV
04/17/2020 - 05/06/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (Henderson NV)
MN
08/19/2016 - 03/20/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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