Unclaimed
Aaron Brown is a registered investment advisor representative with Fisher Investments. Aaron is active in Washington and Texas. Aaron has been in the industry since 2002 and is experienced in financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Aaron has been associated with Fisher Investments since May 2010. Aaron holds the Series 7, Series 31, and Series 66 licenses. Prior to working for Fisher Investments, Aaron was an advisor with CUSO Financial Services, L.P., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
05/26/2010 - Present
Fisher Investments (CAMAS WA)
OR
02/01/2005 - 08/07/2009
CUSO FINANCIAL SERVICES, L.P. (PORTLAND OR)
NY
05/01/2003 - 01/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/25/2002 - 03/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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