Unclaimed
Brandy Lynn Harrington is a financial advisor working at Highpoint Planning Partners in Downers Grove, Illinois. Brandy has been in the financial industry since 1998 and has a Series 7, 63 and 65 license. Brandy is also a Certified Financial Planner (CFP).
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.
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.
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2
IL
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
09/19/2002 - 12/11/2002
OBERWEIS SECURITIES, INC. (LISLE IL)
OH
05/02/2001 - 10/16/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
10/21/1998 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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