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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Ellen Rice is a financial advisor at Mercer Global Advisors Inc., based in Greenwood Village, Colorado. Brittany has been in the financial industry since 2018 and has a background in financial planning and investment management. Brittany is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. She specializes in helping individuals and families achieve their financial goals through personalized financial plans and investment management. Before joining Mercer Global Advisors Inc., Brittany worked at Raymond James Financial Services, Inc., where she gained valuable experience in serving clients.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/23/2023 - Present
Mercer Global Advisors Inc. (Greenwood Village CO)
CO
05/01/2018 - 09/10/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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