Unclaimed
Brittany Thompson is a financial advisor with Edward Jones. Brittany is a licensed financial advisor with over 14 years of experience in the industry. Brittany has been registered with the firm since 2011 and has been a registered representative with FINRA since 2011. Brittany is licensed in multiple states across the US. Brittany holds the Series 6, 7, 66, and SIE securities licenses and can provide financial planning, portfolio management for individuals and businesses, and investment company products/variable contracts. Brittany specializes in helping clients with retirement planning, investment management, college savings, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
TX
02/28/2011 - Present
Edward Jones (FARMERS BRANCH TX)
IL
05/08/2009 - 01/05/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 02/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brittany Thompson is the right advisor for you? Invested Better is here to help.