Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Deese is a registered representative with United Planners' Financial Services of America A Limited Partner. Brittney has been in the financial services industry since 2014. Brittney holds Series 6, 7, 24, 51 and 66 licenses. Brittney is registered to provide investment advice in 51 states and the District of Columbia. Prior to joining United Planners, Brittney was employed by Northwestern Mutual Investment Services, LLC, M Holdings Securities, Inc., and Lincoln Financial Securities Corporation.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
AZ
03/29/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NC
09/21/2020 - 04/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
NC
10/11/2019 - 08/26/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
NC
01/28/2019 - 09/09/2019
M HOLDINGS SECURITIES, INC. (GREENSBORO NC)
NC
07/25/2017 - 02/01/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
03/21/2014 - 12/27/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (Asheboro NC)
NC
07/11/2013 - 02/10/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
BOTH
Issued 11/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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