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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Frederick Brown is a registered Investment Advisor Representative with Investment Partners Asset Management in Metuchen, NJ. Brian has been in the financial services industry since 2001. Previously, Brian worked for T.R. Winston & Company, LLC, Investment Partners, Inc., and First Investors Corporation. Brian holds Series 6, 7, 63, 65, 99 and SIE licenses. Brian provides financial planning services and portfolio management services for businesses and individuals. Brian works with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
07/15/2021 - Present
Investment Partners Asset Management (METUCHEN NJ)
NJ
03/18/2004 - 06/01/2021
T.R. WINSTON & COMPANY, LLC (METUCHEN NJ)
NJ
05/15/2002 - 04/06/2004
INVESTMENT PARTNERS, INC. (PLAINFIELD NJ)
NJ
10/08/2001 - 11/13/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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