Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Jacobson is a financial advisor with Fisher Investments. Brittany has been in the financial services industry since 2017. Brittany has a Series 7 and Series 66 license. Brittany also holds the Certified Financial Planner designation. Brittany has experience working with individuals, businesses, and institutions. Brittany is committed to providing her clients with personalized financial advice and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/16/2020 - Present
Fisher Investments (PLANO TX)
OR
09/27/2017 - 09/17/2020
PEAK BROKERAGE SERVICES, LLC (PORTLAND OR)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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