Unclaimed
Britney Anglin is a financial advisor registered with Invesco Advisers, Inc. Britney Anglin is also registered with the state of Georgia. Britney Anglin has been in the industry since September 5, 2011. Britney Anglin has held previous positions at Truist Investment Services, Inc., Wells Fargo Advisors, LLC, and UBS Financial Services Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
12/02/2022 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
09/21/2015 - 08/04/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/19/2012 - 09/24/2015
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NC
05/12/2010 - 07/18/2011
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 12/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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