Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Paige Metz is a Registered Representative and Investment Advisor Representative. Brittany is registered with Raymond James Financial Services Advisors, Inc. in Illinois and has been in the industry since June 13, 2017. Brittany has passed the Series 66, Series 7, and SIE exams. Brittany is also registered with the following states: California, Florida, Georgia, Illinois, Ohio, Oklahoma, Texas, and Wisconsin. In addition to Brittany's work at Raymond James, she is also a manager for CCM Real Estate Group, LLC. Brittany provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
IL
07/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (ROCKTON IL)
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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