Unclaimed
Ryan Bridge is a financial advisor registered with Fidelity Personal And Workplace Advisors. Ryan has been a financial advisor since 2008, with experience at Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., and Waypoint Direct Investments, LLC. Ryan holds Series 6, 7, 63, and 66 securities licenses. Ryan specializes in providing financial planning and portfolio management services to individuals and businesses. Ryan is also registered to provide investment advisory services in Florida and Texas.
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
FL
10/06/2021 - Present
Fidelity Personal AND Workplace Advisors (SAINT PETERSBURG FL)
CT
01/20/2021 - 05/12/2021
WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)
FL
07/20/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
10/03/2007 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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