Business Description

At Bridge Financial we specialize in understanding our clients entire financial situation and goals. To do so we utilize our Tax and Financial expertise to fully maximize and obtain our client's financial goals. Tax, investments, and customer service go hand in hand. We at Bridge Financial take pride in providing supreme service in all these areas.

General Information

Gender:

Male

CRD#:

5422976

Firm CRD#:

10358

Insurance License#:

P101564

Name of Broker/Dealer:

GENWORTH FINANCIAL SECURITIEES CORP

Name of Custodial Firm:

PERSHING LLC

States Licensed in:

FL, VA, NY

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Foreign Languages Serviced:

SPANISH

Services

Investment Types:

Options & Futures, Mutual Funds, Insurance, 401K, Annuities, Exchange Traded Funds (ETFs), Bonds, Stocks

Qualifications & Memberships

Securities Licenses:

Series 7, Series 66

Insurance and Annuity Licenses:

Health, Variable Life, Long Term Care, Variable Annuity, Annuity, HMO, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

30,000

Compensation Methods:

Commissions

Fee % Based on Assets:

Prepared By:

Sergio Nativi