Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Anne Beard is a registered investment advisor representative with Steward Partners Investment Advisory, LLC. Brittany has been in the financial services industry for over 10 years and has a strong track record of providing personalized financial advice to her clients. Brittany is committed to helping her clients achieve their financial goals. Brittany also works with clients as a partner at Steward Partners Global Advisory, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
04/26/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
04/26/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
09/23/2016 - 04/30/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)
NH
09/15/2014 - 08/29/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
09/11/2013 - 07/14/2014
SIGNATOR INVESTORS, INC. (ANDOVER MA)
BOTH
Issued 8/8/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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