Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittan? Claim Your ProfileBrittan Leiser is an investment advisor representative with Oneseven. Brittan is registered with the state of Ohio and has been in the industry since 2014. Brittan has a Series 65 license. Brittan also works with Savviher where Brittan is a founder. Brittan's professional experience includes working for General Mills, Stratos Wealth Advisors, LLC and MGO One Seven LLC dba MB Wealth Management Group.
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.
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.
Solicitors' fees for referrals to other money managers
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2
OH
03/25/2020 - Present
Oneseven (Chagrin Falls OH)
IA
Issued 11/16/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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