Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittanie? Claim Your ProfileBrittanie Ellen Ockerhausen is an investment advisor representative with LPL Financial LLC and has been in the industry since October 27, 2006. Brittanie has extensive experience in the financial services industry, having previously worked with TD Ameritrade, Inc. and Scottrade, Inc. Brittanie holds licenses for Series 6, 7, 24, 63, and 66. Brittanie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Brittanie is committed to providing personalized financial advice that helps clients achieve their 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.
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.
Consulting and other non-discretionary advisory services
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
PA
07/22/2024 - Present
LPL Financial LLC (SAYRE PA)
FL
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (MELBOURNE FL)
FL
04/04/2002 - 02/26/2018
SCOTTRADE, INC. (MELBOURNE FL)
MI
08/21/2000 - 10/06/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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