Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Santos is a financial advisor at LPL Financial LLC. Brittney has been in the financial industry since 2012 and has a Series 7, Series 63, and SIE license. Brittney has experience working with a variety of clients, including individuals, families, businesses, and institutions. Brittney specializes in providing financial planning, investment management, and retirement planning services. Previously, Brittney worked at Lincoln Financial Advisors Corporation and Scottrade, Inc.
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.
Consulting and other non-discretionary advisory services
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
MA
09/22/2016 - Present
LPL Financial LLC (WORCESTER MA)
MA
06/06/2016 - 09/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (LEOMINSTER MA)
MA
04/26/2012 - 06/08/2016
SCOTTRADE, INC. (Newon Highlands MA)
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brittney Santos is the right advisor for you? Invested Better is here to help.
