Bridget
Tetak
Kestra Private Wealth Services, LLC
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About this Advisor
Bridget Tetak is a financial advisor based in Zanesville, Ohio, working with Kestra Private Wealth Services, LLC. Bridget has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Wybz, Bank Of America, N.A, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. Bridget has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Bridget is part of Kestra Private Wealth Services, LLC, which operates out of Zanesville, Ohio. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bridget Tetak Work History
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wybz
Disclosures
Please visit the SEC profile of Bridget Tetak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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