Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Donovan is an active registered investment advisor in the state of Florida. Brittany has been working in the financial services industry since February 8, 2017. Brittany has a Series 6, 7, 63 and 66 license. Brittany has worked for Wells Fargo Clearing Services, LLC, and now is currently working for Cuso Financial Services, LP, a firm based in San Diego, California, that manages over $4.6 billion in assets.
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.
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.
1
2
FL
11/28/2022 - Present
Cuso Financial Services, LP (ORLANDO FL)
FL
02/09/2017 - 11/23/2022
WELLS FARGO CLEARING SERVICES, LLC (TITUSVILLE FL)
BOTH
Issued 03/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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