Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julieanne? Claim Your ProfileJulieanne Brittain is an Investment Advisor Representative at Schwab Wealth Advisory, Inc. Julieanne has been in the financial services industry since February 14, 2015 and has experience with TD Ameritrade, Inc., Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. Julieanne is licensed in 53 states and is currently registered with FINRA.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
12/22/2020 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
12/18/2018 - 01/20/2021
TD AMERITRADE, INC. (Southlake TX)
CO
03/22/2018 - 11/16/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
09/27/2017 - 01/19/2018
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
TX
11/14/2014 - 09/08/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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