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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 Jacques is a financial advisor with Morgan Stanley. Brittany has been in the industry since 2018, and holds licenses in Arizona, Texas and 50 other states. Brittany has a strong background in financial planning and portfolio management, and is dedicated to providing her clients with personalized service and tailored advice. Brittany is also a registered representative of the firm, which means that Brittany is able to offer a full range of financial services, including investment advice, insurance products, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
01/23/2023 - Present
Morgan Stanley (Tempe AZ)
AZ
11/30/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
12/22/2017 - 12/03/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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