Invested Better
Unclaimed

Unclaimed

Unclaimed

Brittani Neff

World Equity Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brittani? Claim Your Profile

About Brittani Neff

Brittani Neff is a financial advisor with World Equity Group, Inc., based in ST. LOUIS, MO. Brittani has been in the financial industry since 2015. Brittani holds the Series 63, Series 7, and Series 7TO licenses. Prior to joining World Equity Group, Inc., Brittani worked at MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Brittani's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

Firm Information

Brittani Neff is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brittani Neff’s Registration & Firm History

MO

02/09/2024 - Present

World Equity Group, Inc. (ST. LOUIS MO)

MA

10/21/2022 - 12/22/2023

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MO

02/06/2014 - 01/27/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

Not sure if Brittani Neff is right for you?

Licenses & Designations

BC

Issued 03/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brittani Neff.
Not sure if Brittani Neff is right for you?