Unclaimed
Brittni Max Bouse is a registered representative with LPL Enterprise, LLC. Brittni has been in the industry since 2019 and holds the Series 63, 65, and 6TO licenses. She has been working with clients in Indiana, Texas and several other states. Brittni specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
11/14/2024 - Present
LPL Enterprise, LLC (LAFAYETTE IN)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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