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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britton? Claim Your ProfileBritton Defeo is an investment advisor representative at Moors & Cabot, Inc. Britton has been in the industry since October 9, 2022 and has a Series 66, Series 4, Series 24, Series 7TO, and SIE license. Britton is registered in Massachusetts and Texas. They specialize in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Moors & Cabot is a registered investment advisor with offices in Boston, Massachusetts. They serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm provides a range of investment advisory services, including financial planning, portfolio management, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/18/2024 - Present
Moors & Cabot, Inc. (BOSTON MA)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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