Unclaimed
Brenna Gabrielle Cancilla is an Investment Advisor Representative at Mission Street Wealth Planning. Brenna has been in the industry for over two years and is registered in California as an Investment Advisor Representative. Brenna holds the Series 65 license. Brenna is a member of the outreach team at CicLAvia, a non-profit organization that creates large events in Los Angeles where people can ride their bikes, walk, and enjoy their neighborhoods.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio advisory 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.
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CA
06/03/2024 - Present
Mission Street Wealth Planning (Glendale CA)
IA
Issued 05/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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