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Financial Planning That Goes Farther

Gain access to a wide array of investing tools designed to help you build consistency across stocks, forex, crypto and become a successful investor.

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Led by Brittany Cecenas, Registered Representative

Abstract finance and data visualization

Meet Brittany Cecenas

Brittany Cecenas

Brittany Cecenas is a financial professional with over 13 years of experience at a U.S. investment firm. Her background includes industry-recognized credentials and regulatory registrations, reflecting a commitment to professional standards and fiduciary responsibility.

She has successfully passed the Series 63, Series 99TO, SIE, Series 7, Series 10, and Series 9 examinations, reflecting a strong foundation in regulatory standards and financial practice.

As a portfolio manager, Brittany works with individual investors and business clients to help them approach markets with clearer decision-making, risk awareness, and long-term consistency across equities, forex, and cryptocurrencies.

In addition to portfolio management, Brittany works directly with investors through one-on-one guidance and mentorship, helping clients understand not just what decisions to make, but how to evaluate decisions based on their own goals and risk tolerance.

Focus Areas:

  • Market Structure & Analysis
  • Risk Management & Capital Protection
  • Multi-Asset Strategy (Stocks, Forex, Crypto)

Services

Financial Advisory

First-hand investment guidance across stocks, crypto, and forex. Brittany works with your situation to help you decide what to focus on, what to avoid, and how to approach the markets with a clear plan.

Investment Planning

Investment planning focusing on your goals and risk tolerance. Brittany helps you define how your capital should be allocated and what approach you should follow before entering the market.

Portfolio Management

Ongoing management of your portfolio across multiple asset classes. Brittany monitors positions, adjusts allocations, and keeps your portfolio aligned with your objectives and risk limits.

Credentials

Verified FINRA registrations, licenses, and professional background of Brittany Cecenas as a Registered Representative.

FINRA / Industry Licenses

Series 7 – General Securities Representative Verified
Passed: August 2, 2012
Series 63 – Uniform Securities Agent
Passed: September 14, 2012
Series 9 – Options Module
Passed: September 12, 2013
Series 10 – General Securities Sales Supervisor
Passed: March 31, 2014
Series 99TO – Operations Professional
Passed: January 2, 2023
SIE – Securities Industry Essentials
Passed: October 1, 2018

Professional Experience

Total Industry Experience
14+ years (since May 2012)
Current Employer
Fidelity Brokerage Services LLC – Westlake, TX / Smithfield, RI
Role
Financial Service Representative (since 2012)
Registration Status
Active – FINRA & NYSE registered

Regulatory & Compliance

FINRA CRD #
6070609
Disclosure Events
✅ None – No customer complaints, regulatory actions, or criminal/civil proceedings
U-4 / BrokerCheck Record
Clean – Zero disclosure events in 14+ years
Employment History
Single firm career: Fidelity Investments (2012 – present)

Education Background

Not Disclosed to FINRA
BrokerCheck does not include educational history unless voluntarily reported.
Verification
All professional credentials above are sourced directly from FINRA CRD.

Official FINRA BrokerCheck Summary

Current Registration
Fidelity Brokerage Services LLC (CRD# 7784)
Disclosure Events
Zero – Clean record
Licensing Status
Active / Good Standing
View Official FINRA BrokerCheck Report (CRD# 6070609)

All information above is based on the FINRA BrokerCheck report dated April 24, 2026. No customer disputes, regulatory actions, or criminal proceedings have ever been reported for this broker. Verify directly at the link above.

Strategy

60% Short-Term Positions

Positions focused on short-term opportunities driven by earnings, momentum, and market inefficiencies, monitored and adjusted regularly.

  • Momentum
  • Earnings Catalysts
  • Technical Analysis

40% Long-Term Compounding

Long-term investments in companies and assets selected for strong fundamentals and consistent growth potential.

  • Dividend Growth
  • Value Investing
  • Fundamentals

Performance

Portfolio performance and analytics across stocks, crypto, and forex markets (2020–2026)

1.5k
Copiers
$128.4M
AUM
$2.1M
Portfolio Value
145
Weeks
Long-term
Strategy
6/10
Risk Score
+0.95%
Daily Profit
+3.21%
Weekly Profit
+12.45%
Monthly Profit
+1,205.67%
All-Time Profit

Past performance is not indicative of future results. All data shown represents model portfolio performance for educational purposes only. Investing involves risk, including the possible loss of principal.

Mentorship

What You'll Learn

  • Market Behavior
    How markets move and react based on liquidity, momentum, and positioning.
  • Risk Management & Position Sizing
    How to control downside through position sizing, stop-loss placement, and exposure management.
  • Portfolio Development & Diversification
    How to build portfolios with proper diversification and risk-adjusted positioning strategies.
  • Strategy Development
    How to develop a repeatable approach and refine it over time based on performance and market conditions.

Client Benefits

1. Educational Materials
Live sessions where you learn how markets work in a simple way and how to apply investing concepts in real situations.
2. One-on-One Market Guidance
Personal guidance with Brittany to review your approach, answer questions, and help you make actionable investment decisions.
3. Strategy Frameworks
Clear methods to approach stocks, crypto, and forex markets.
4. Ongoing Review & Improvement
Evaluate past decisions and improve your process over time.

Client Testimonials

“I finally have a clear way to think through decisions instead of just reacting.”

Before joining the Brittany Cecenas Program, I honestly had no real direction with investing. I would jump between different ideas I saw online, mostly from social media and forums, and try to piece things together myself... What changed for me was not just learning concepts, but finally having a clear way to think through decisions methodically rather than impulsively.

— Marcus T., Program Student (United States)
“Understanding my own mindset was the real turning point. Now I have clarity.”

I used to struggle a lot with emotional decisions. If something went against me, I would panic and close trades too early, and if something looked good, I would overcommit without thinking... After working with Brittany, I started to understand how much my mindset was affecting my outcomes.

— Sarah K., Program Student (United Kingdom)
“Everything finally made sense for my situation.”

I've tried a few different resources before, but most of them felt overwhelming or too technical... What I valued most about working with Brittany was that she simplified everything in a way that actually made sense for my situation.

— James R., Program Student (Canada)
“My process was the problem, not the tools.”

Before this, I thought investing was mostly about finding the right indicators or setups... Through the mentorship, Brittany helped me see that the issue wasn't what I was using, but how I was thinking.

— Olivia M., Program Student (Australia)

Frequently Asked Questions

The Brittany Cecenas Program is a hands-on mentorship focused on how you make investment decisions. This isn’t a course or a signal service. You work directly with Brittany to review your investment approach and improve the results over time.

The mentorship covers stocks, forex (foreign exchange), and cryptocurrency markets. Instead of focusing on tactics tied to one asset class, Brittany will take you through how markets actually move, how to manage risk on each position, how to evaluate trades and investments, and how to build and manage a portfolio across stocks, forex, and crypto.

Most programs focus on what to look for in the market. Brittany focuses on tailored guidance by working directly with you, not through recorded content or generalized advice. Everything is based on your situation, your goals, and where your decision-making breaks down. That’s what separates this from standard courses, signal services, or generic advisory relationships.

The first step is getting in touch. Brittany will learn your situation, goals, and what you want to improve by asking questions and listening to your responses.

Say Hello!

Important Disclosures

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. All performance data shown represents model portfolio results for educational purposes.