Unclaimed
Brooke Lazzarini is an active investment advisor representative with First Command Advisory Services. Brooke has been in the financial industry since June 2018 and has several years of experience working in the military before that. Brooke is a registered representative and holds a Series 7, Series 24 and Series 66 license. Brooke provides financial planning and portfolio management services for individuals. Brooke also serves as the Treasurer on the board of Horses In Baja: Equine Assissted Services, Inc.
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.
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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2
TX
09/12/2018 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 07/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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