Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Lea Warren is a registered investment advisor representative with Sanctuary Advisors, LLC. Brianna has been in the industry since 2018. Brianna is licensed in 37 states and is registered with FINRA. Brianna is also a registered investment advisor representative in Texas. Prior to joining Sanctuary Advisors, LLC, Brianna was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brianna has a Series 7, Series 66, and SIE license. Brianna specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
02/24/2023 - Present
Sanctuary Advisors, LLC (THE WOODLANDS TX)
TX
09/10/2018 - 03/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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