Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berton? Claim Your ProfileBerton Robert Brown is a financial advisor currently registered with Creativeone Wealth, LLC in Juno Beach, Florida. Berton has a total of 12 years of experience in the financial services industry. Berton is also registered with the state of Florida. Prior to working at Creativeone Wealth, LLC, Berton worked at Gladstone Wealth Partners, Primoris Wealth Advisors, and Merrimac Corporate Securities, Inc.. Berton holds Series 7, Series 4, and Series 66 licenses and has experience in investment advisory, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
FL
03/28/2024 - Present
Creativeone Wealth, LLC (JUNO BEACH FL)
FL
01/25/2013 - 08/13/2014
PURSHE KAPLAN STERLING INVESTMENTS (PALM BEACH GARDENS FL)
FL
02/20/2008 - 12/31/2012
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
08/16/2002 - 04/02/2008
K.W. BROWN INVESTMENTS (DELRAY BEACH FL)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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