Invested Better
Unclaimed

Unclaimed

Unclaimed

Brittiny Belmonte Razzano

Equity Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brittiny? Claim Your Profile

About Brittiny Belmonte Razzano

Brittiny Belmonte Razzano is a financial advisor with Equity Services, Inc., with over 8 years of experience in the industry. Brittiny is licensed to provide investment advice and securities products in New York, Florida and is registered as an investment advisor representative. Brittiny also owns and operates a law firm focused on trusts and estates. Brittiny holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Equity Services, Inc. is a large, well-established firm with a strong focus on providing financial planning and investment management services to individuals, corporations, and institutions. The firm manages over $2 billion in assets and has a team of experienced professionals who can provide clients with a variety of financial services.

Firm Information

Brittiny Razzano is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brittiny Razzano’s Registration & Firm History

VT

04/08/2022 - Present

Equity Services, Inc. (COLCHESTER VT)

NY

12/03/2021 - 04/13/2022

HALLIDAY FINANCIAL, LLC (Clifton Park NY)

NY

03/20/2009 - 07/13/2009

ING FINANCIAL PARTNERS, INC. (ALBANY NY)

NY

06/25/2008 - 03/26/2009

METLIFE SECURITIES INC. (LATHAM NY)

Not sure if Brittiny Belmonte Razzano is right for you?

Licenses & Designations

BC

Issued 11/10/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brittiny Belmonte Razzano.
Not sure if Brittiny Belmonte Razzano is right for you?