Unclaimed
Brittany Floyd is a registered representative of Fidelity Personal and Workplace Advisors. Brittany has been in the industry since 2013. Brittany is licensed to provide securities and investment advice in 53 states, as well as Puerto Rico and the U.S. Virgin Islands. Brittany is also a registered Investment Advisor in Georgia. Brittany has obtained licenses and registrations in multiple states including a Series 66 license and a Series 7, Series 6 and a SIE licenses for securities.
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.
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
10/22/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
GA
08/23/2018 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (DAHLONEGA GA)
GA
01/02/2018 - 08/03/2018
BB&T SECURITIES, LLC (GAINESVILLE GA)
GA
09/24/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GAINESVILLE GA)
BOTH
Issued 11/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brittany Floyd is the right advisor for you? Invested Better is here to help.