Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Brown is an investment advisor representative registered with DAI Wealth, LLC. Candace has been in the securities industry since October 2012 and has passed several industry exams, including Series 66, Series 27, Series 24, Series 7, Series 99, and SIE. Candace has experience with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Candace's primary employment is with DAI Wealth, LLC in Atlanta, GA, but she is also registered as an investment advisor representative in Minnesota with DAI Wealth, LLC. Candace also has an outside business activity as a manager with Firas Capital Group, LLC, which involves providing advice and expertise for independent broker-dealers.
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.
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.
Referral fees
1
2
GA
09/20/2019 - Present
DAI Wealth, LLC (ATLANTA GA)
FL
10/15/2012 - 09/13/2019
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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