Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Robertson is a financial advisor registered with Cetera Investment Advisers LLC in Greensboro, NC. Brittany has been in the financial services industry since 2015. Brittany has Series 7, Series 63, and SIE licenses. Brittany is also a Certified Financial Planner. Brittany has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Brittany also offers educational seminars and helps clients select other advisors. Brittany is affiliated with Erickson Advisors, which is a separate entity.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENSBORO NC)
NC
01/11/2022 - 02/15/2023
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NC
11/22/2014 - 10/19/2021
CETERA ADVISOR NETWORKS LLC (GREENSBORO NC)
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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