Unclaimed
Adrienne Elizabeth Brown is a financial advisor with over 17 years of experience in the financial services industry. Adrienne is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Adrienne's previous experience includes roles at AMUNI Financial, Inc. and Fidelity Brokerage Services LLC. Adrienne holds the Series 7, Series 66, and SIE licenses and is registered with the states of Florida, New York, and Texas. Adrienne provides investment advice to a variety of clients including individuals, families, businesses, and trusts.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/21/2022 - Present
Wells Fargo Clearing Services, LLC (ST. PETERSBURG FL)
KY
02/17/2022 - 05/18/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
FL
10/22/2018 - 05/14/2020
AMUNI FINANCIAL, INC. (ST PETERSBURG FL)
TX
01/03/2011 - 11/14/2018
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
12/15/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA TX)
MN
06/05/2003 - 10/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/05/2003 - 10/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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