Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Kristyn Morgan is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Brittany holds Series 7TO, SIE, and Series 66 licenses, and is registered with the state of Texas. Brittany has been in the industry for a number of years and her previous experience includes working for Friendswood Independent School District, United States Air Force Academy, Embry-Riddle Aeronautical University, Northrop Grumman, and Microsoft. Brittany has a strong commitment to providing personalized financial advice and helping clients reach their goals. She provides financial planning, portfolio management, and other services to a wide range of clients, including individuals, families, businesses, and retirement plans. Brittany is also a member of Oak Crest Advisors and Te Amo Muchsisimo, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (San Antonio TX)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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