Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittyn? Claim Your ProfileBrittyn Brender is a financial advisor at Tolleson Private Wealth Management. Brittyn is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. Brittyn has been in the financial industry since 2005. Brittyn has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Brittyn specializes in providing financial planning, portfolio management, and investment due diligence and monitoring. Brittyn is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
09/10/2019 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
11/02/2005 - 11/03/2006
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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