Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Candler is a financial advisor registered with Edelman Financial Engines in Chesterfield, MO. Brittany has been in the financial services industry since 2019. Brittany is also registered in Missouri and has passed the Series 63, Series 66, Series 7 and SIE exams. Brittany provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MO
04/27/2022 - Present
Edelman Financial Engines (Chesterfield MO)
MO
07/28/2021 - 10/13/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/21/2020 - 01/27/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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