Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Surina is a financial advisor with Prospera Financial Services, Inc. located in Incline Village, Nevada. Brittany has over 8 years of experience in the financial services industry. Brittany is registered as an Investment Advisor Representative in Nevada and holds the Series 6, 7, 63, and 66 securities licenses. Brittany specializes in providing financial advice to individuals, families, 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.
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.
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.
Percentage of assets under review
1
2
NV
11/06/2020 - Present
Prospera Financial Services, Inc. (Incline Village NV)
NV
04/10/2017 - 10/07/2020
MORGAN STANLEY (RENO NV)
NV
09/19/2012 - 08/18/2016
WELLS FARGO ADVISORS, LLC (RENO NV)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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