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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 Oldham is a financial advisor with Morgan Stanley. Brittany has been in the financial services industry since February 2012. Brittany is registered with FINRA, the SEC, and the state of Texas. Brittany is also registered with several state securities regulators across the country. Brittany is a graduate of the University of Cincinnati and holds a Series 66 license, as well as a Series 7 and Series 24 license. Brittany's previous employment included working at Wells Fargo Advisors, LLC and INVEST Financial Corporation. Brittany specializes in providing financial advice to individuals, businesses, and institutions. Brittany is a member of the Morgan Stanley Wealth Management team, which offers a wide range of financial products and services to meet the needs of clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/02/2020 - Present
Morgan Stanley (Toledo OH)
OH
04/29/2013 - 09/18/2015
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
OH
01/13/2012 - 04/30/2013
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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