Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Halpern is a financial advisor with Summit Financial, LLC. Brittany has been a financial advisor for over 5 years and has experience with a variety of financial products and services. Brittany is also a Certified Financial Planner, a designation that requires ongoing education and professional development. Brittany is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Helps you choose top advisors aligned with your financial goals.
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
NJ
03/13/2020 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
11/13/2017 - 09/21/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 12/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brittany Halpern is the right advisor for you? Invested Better is here to help.
