Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Brown is a financial advisor with over 20 years of experience in the financial services industry. Clinton is currently registered with Trek Financial, a firm based in Scottsdale, Arizona and has been with them since February of 2014. Previously, Clinton was with AXA Advisors, LLC for nearly eight years before joining Trek Financial. Clinton has a background in both the brokerage and advisory side of the industry, and has worked with a wide range of clients, including individuals, families, businesses and charitable organizations. Clinton holds Series 7, 24 and 66 licenses, and is also a Certified Financial Planner and Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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CA
03/04/2014 - Present
Trek Financial (SAN CLEMENTE CA)
CA
07/21/2004 - 05/11/2012
AXA ADVISORS, LLC (REDLANDS CA)
NY
03/20/2002 - 08/12/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
WI
07/24/2001 - 03/05/2002
SUPERIOR FINANCIAL SERVICES,INC. (JACKSON WI)
AZ
03/19/2001 - 07/19/2001
HERITAGE WEST SECURITIES, INC. (SCOTTSDALE AZ)
NV
03/19/2001 - 04/06/2001
WEST AMERICA SECURITIES CORP (LAS VEGAS NV)
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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