Unclaimed
Brittain Wiseman is a financial advisor currently registered with Fidelity Personal AND Workplace Advisors in Jacksonville, Florida. Brittain Wiseman has been working in the financial industry for several years and holds multiple certifications including the Series 7, Series 63, and SIE exams. Brittain Wiseman is registered with the Securities Investor Protection Corporation (SIPC) and is also licensed in 53 states. Brittain Wiseman provides a wide range of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. Brittain Wiseman works with a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans. Brittain Wiseman is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
FL
01/06/2025 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BC
Issued 12/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brittain Wiseman is the right advisor for you? Invested Better is here to help.