Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Forte is an active investment advisor representative (IAR) and registered representative in New Jersey. Brittany has been in the industry since 2020 and is currently associated with LPL Financial LLC. Brittany has experience working with various client types, including high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Brittany offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/10/2021 - Present
LPL Financial LLC (MANCHESTER NJ)
NJ
03/12/2020 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (MANCHESTER NJ)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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