Unclaimed
Brittany Nicole Jarocki is an active Registered Representative (Series 7 and 66) and Investment Advisor Representative with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Brittany Jarocki has been in the financial services industry since 2017. She is registered in 25 states and the District of Columbia, and she has 3 approved licenses. Brittany is also a member of the Wealth Strategies Group. Brittany has several areas of expertise, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
01/18/2018 - Present
LPL Financial LLC (LITTLETON CO)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brittany Jarocki is the right advisor for you? Invested Better is here to help.