Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shantel? Claim Your ProfileShantel Vanestine Britton is a financial advisor registered with Charles Schwab & CO., Inc. Shantel has been working in the financial services industry since 2014. Prior to joining Charles Schwab, Shantel worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shantel holds the Series 7, Series 66, and SIE licenses. Shantel is registered to provide investment advice in Florida and Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
12/18/2018 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
12/28/2015 - 11/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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