Brittany SurinaCRD Number: 6103914
Current Firm: Prospera Financial Services, Inc.
Brittany Surina (CRD# 6103914) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Reno, NV and has over 9 years of experience in the finance industry.
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|Prospera Financial Services Inc.||Dallas, TX||Oct 2020 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||May 2017 - Oct 2020||3|
|Morgan Stanley||Reno, NV||Apr 2017 - Oct 2020||3|
|City National Bank||Reno, NV||Aug 2016 - Apr 2017||< 1|
|Wells Fargo Advisors LLC||Reno, NV||Aug 2012 - Aug 2016||4|
|Wells Fargo Bank Na||Reno, NV||Jan 2007 - Aug 2016||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
|S63||Uniform Securities State Law Examination||Dec 2012|
Total Assets Under Management6,718MILLIONS
Total Number of Accounts16,456ACCOUNTS
Average Account Value$408,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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