Unclaimed
Paula Bridgman is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Paula has been in the financial industry since 1985 and has a broad range of experience in helping individuals and businesses with their financial needs. Paula holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Paula is currently registered with Wells Fargo Advisors Financial Network, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
05/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
10/01/1999 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
MO
05/01/2014 - 02/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
10/22/1985 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 12/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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