Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breanna? Claim Your ProfileBreanna Sloan is a registered representative at Money Concepts Capital Corp., a firm with approximately $2.9 billion in regulatory assets under management. She is a general securities representative licensed in Florida. Breanna has been in the industry since June 2024 and specializes in financial planning, portfolio management for individuals and businesses, and general consulting services. Breanna is registered with FINRA and has a Series 7TO and SIE license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
06/11/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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