Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Perez Brown is a financial advisor at Commonwealth Financial Network, based in Plano, TX. Claudia has been in the financial industry since 1995 and has experience working for several firms, including Royal Alliance Associates, Inc. and Northstar Securities, Inc. Claudia has a Series 6, 7, 63, and 65 licenses and has been active in the industry for over 25 years. Claudia specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Claudia is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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
TX
01/23/2018 - Present
Commonwealth Financial Network (PLANO TX)
TX
03/14/2001 - 12/02/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ADDISON TX)
TX
02/14/2000 - 02/28/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
07/11/1997 - 02/14/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
02/06/1996 - 08/06/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
NJ
05/15/1995 - 02/07/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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