Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Caldwell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Massillon, Ohio. Brittany is licensed in a number of states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Brittany has a wide range of specializations including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. Brittany has been in the industry since May 2019 and previously worked with Edward Jones.
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
OH
09/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (MASSILLON OH)
OH
02/09/2019 - 05/23/2024
EDWARD JONES (North Canton OH)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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