Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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