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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Nicole Williams is a financial advisor registered in Illinois and Wisconsin. She is associated with Mariner Wealth Advisors and has been in the industry since 2014. Brittany has experience with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CHARLES SCHWAB & CO., INC. Her previous experience includes serving high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Brittany Williams is a licensed financial advisor specializing in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
IL
01/10/2020 - Present
Mariner Wealth (Oakbrook Terrace IL)
IN
09/22/2015 - 11/15/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON IN)
IN
02/21/2014 - 08/11/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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