Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Weiner Miller is a financial advisor at Raymond James & Associates, Inc. Brittany has been in the financial services industry since 2017 and has a strong understanding of investment strategies. Brittany is dedicated to providing personalized financial guidance to individuals and families. Brittany can help with a range of financial planning needs, including retirement planning, college savings, and estate planning. Brittany holds the Series 7, Series 24, and Series 66 licenses, and the SIE certification. Brittany is registered to offer investment advice in 54 states and jurisdictions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/29/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/20/2018 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
06/26/2017 - 03/19/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
BOTH
Issued 03/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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