Invested Better
Unclaimed

Unclaimed

Unclaimed

Brenna Ann Massaro

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brenna? Claim Your Profile

About Brenna Ann Massaro

Brenna Ann Massaro is a financial advisor with over 13 years of experience in the industry. Brenna is a Certified Financial Planner™ professional and is currently registered with Money Concepts Capital Corp. Brenna has a strong background in financial planning and portfolio management. Brenna specializes in providing financial advice to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Brenna Massaro is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting services

General consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brenna Massaro’s Registration & Firm History

FL

06/27/2011 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

Not sure if Brenna Ann Massaro is right for you?

Licenses & Designations

BOTH

Issued 06/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brenna Ann Massaro. Review regulatory record here.
Not sure if Brenna Ann Massaro is right for you?