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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anneka? Claim Your ProfileAnneka Leigh Brown is a financial advisor with over 2 years of experience in the financial services industry. Anneka Leigh Brown is currently registered with Commonwealth Financial Network, working as a financial advisor. Prior to this, Anneka Leigh Brown worked with Sorrento Pacific Financial, LLC and CUSO Financial Services, L.P. Anneka Leigh Brown holds a Series 66, Series 24, Series 52TO, SIE, and Series 7 licenses and has been working as a financial advisor since 2018. Anneka Leigh Brown's areas of specialization include retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/26/2024 - Present
Commonwealth Financial Network (Boston MA)
CA
10/31/2018 - 08/28/2020
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
07/02/2018 - 08/28/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BOTH
Issued 12/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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