Unclaimed
Brittany Elizabeth Farrell is an Investment Advisor Representative with Western International Securities, Inc. Brittany is also a registered Investment Advisor in Arizona, California, and Florida. Brittany has been in the financial services industry since 2013. Brittany is licensed to provide financial planning, pension consulting, and educational seminars. Brittany has experience with individual clients, corporations and charitable organizations, and has been providing financial advice to a wide range of clients for several years. Brittany holds a Series 65 license and is an accident and health and life insurance agent. Brittany is committed to helping clients achieve their financial goals. Brittany has worked at Beacon Pointe Wealth Advisors, LLC and CPS Insurance 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.
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.
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CA
09/13/2022 - Present
Western International Securities, Inc. (Westlake Village CA)
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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