Unclaimed
Brittney Nicole Partow is a financial advisor registered with LPL Financial LLC. Brittney has over 10 years of experience in the financial services industry and has worked at several prominent firms including Charles Schwab & Co., Inc. and TD Ameritrade, Inc. She holds Series 7, 66, 24, 99TO and SIE licenses. Brittney is also registered in the state of California. Brittney's expertise includes providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, corporations, and pension plans.
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
CA
04/10/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/09/2022 - 01/08/2024
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
12/23/2013 - 12/20/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
01/22/2016 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
07/04/2012 - 10/25/2012
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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