Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Renee roberts Marshall is a financial advisor currently working at Fidelity Personal And Workplace Advisors. Brittney has been working in the financial industry since November 17, 2014. Brittney is registered as a broker-dealer and investment advisor in a number of states, including Texas, Virginia, Utah and Massachusetts. Brittney holds several industry licenses, including Series 7, 63, 65, 9, and 10. Brittney has worked with a number of firms in the past, including LPL Financial, Vanguard Marketing Corporation, and Pensionmark Securities, LLC. Brittney provides financial planning, educational seminars and selection of other advisers to individuals, corporations, and trusts.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/21/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
VA
09/01/2017 - 02/01/2018
PENSIONMARK SECURITIES, LLC (Harrisonburg VA)
VA
09/18/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Harrisonburg VA)
VA
01/07/2015 - 09/29/2015
LPL FINANCIAL LLC (HARRISONBURG VA)
PA
09/27/2012 - 10/07/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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