Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Marie Russell is a financial advisor with over 7 years of experience in the industry. Brittany is currently registered with Osaic Wealth, Inc. and has also worked with John Hancock Distributors LLC and Signator Investors, Inc. Brittany holds the Series 7, Series 63, Series 65, and SIE licenses. Brittany is also a Certified Financial Planner. Brittany specializes in a wide range of financial planning services and portfolio management for individuals and businesses. Brittany is committed to helping clients achieve their financial goals.
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.
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2
MA
01/15/2020 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
11/01/2018 - 01/02/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
11/13/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH BOSTON MA)
MA
11/18/2013 - 11/27/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 05/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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