Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Bridges has been providing investment advice for over 25 years. Warren's experience spans multiple financial services firms including USAA Financial Advisors, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Chase Investment Services Corp. Warren is currently a registered representative with Charles Schwab & Co., Inc. Warren specializes in providing financial advice to individuals. Warren holds Series 6, 7, 31, 63, and 66 licenses as well as the Series SIE. Warren is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/25/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/01/2009 - 05/11/2011
MORGAN STANLEY SMITH BARNEY (SOUTHLAKE TX)
TX
01/31/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
IL
10/02/2001 - 02/07/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
08/20/1999 - 01/06/2003
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IL
03/01/1999 - 08/31/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
01/26/1998 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
05/24/1996 - 02/19/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/24/1996 - 02/19/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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