Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britta? Claim Your ProfileBritta Sorensen is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Britta has been in the industry since 2009 and is registered with FINRA and the state of Minnesota. Britta has a strong background in financial planning and portfolio management, and she is committed to providing her clients with personalized investment advice. Britta has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Britta has also worked with CRI SECURITIES, LLC and SECURIAN FINANCIAL SERVICES, INC. in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/18/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
04/07/2014 - 05/30/2014
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
04/07/2014 - 05/30/2014
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/23/2009 - 04/02/2014
THRIVENT INVESTMENT MANAGEMENT INC. (PRIOR LAKE MN)
BOTH
Issued 07/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Britta Sorensen is the right advisor for you? Invested Better is here to help.
