Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Secreto is a financial professional with over 13 years of experience in the financial services industry. Brittney currently holds a Series 6 and Series 63 license and is registered with Cetera Investment Advisers LLC. Brittney has been registered with Cetera since June 2019. Previously, Brittney was registered with Foresters Financial Services, Inc. from May 2010 to June 2019. Brittney offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and investment advisory services. Brittney is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
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NY
01/24/2023 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
05/10/2010 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
BC
Issued 5/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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