Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Jeannette Brigham is an active advisor registered with the state of Idaho and Washington. Whitney's current firm is Osaic Wealth, Inc. Whitney has been in the financial industry since 2014 and has experience with SECURITIES AMERICA, INC., U.S. BANCORP INVESTMENTS, INC., UMPQUA INVESTMENTS, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Whitney has passed the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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ID
06/14/2024 - Present
Osaic Wealth, Inc. (MERIDIAN ID)
ID
03/21/2024 - 06/14/2024
SECURITIES AMERICA, INC. (MERIDIAN ID)
WA
03/16/2018 - 11/03/2022
U.S. BANCORP INVESTMENTS, INC. (Richland WA)
WA
04/06/2015 - 11/03/2017
UMPQUA INVESTMENTS, INC. (Kennewick WA)
WA
01/23/2013 - 04/03/2015
U.S. BANCORP INVESTMENTS, INC. (RICHLAND WA)
WA
10/01/2012 - 02/05/2013
J.P. MORGAN SECURITIES LLC (RICHLAND WA)
WA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RICHLAND WA)
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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