Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Kalsky is a financial advisor with Brandywine OAK Private Wealth LLC. Brittany is a Certified Financial Planner and has been in the industry since 2015. Brittany is a registered investment advisor in Pennsylvania and Texas. Brittany has a background in financial consulting and portfolio management for individuals and businesses.
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.
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.
Financial consulting
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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PA
07/27/2018 - Present
Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)
PA
07/27/2018 - 12/20/2023
PURSHE KAPLAN STERLING INVESTMENTS (Kennett Square PA)
DE
08/12/2015 - 07/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
BOTH
Issued 10/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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