Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brown is a Financial Advisor in RED BANK, NJ. Donald has been in the industry since 1986 and has held various positions with firms such as MML INVESTORS SERVICES, LLC and Metropolitan Life Insurance Company. Currently, Donald is registered with Equity Services, Inc. where Donald provides Financial Planning, Portfolio Management, and Pension Consulting services.
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.
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.
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2
NJ
01/28/2019 - Present
Equity Services, Inc. (RED BANK NJ)
NJ
03/25/2017 - 01/25/2019
MML INVESTORS SERVICES, LLC (Iselin NJ)
NJ
05/12/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
05/12/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDISON NJ)
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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