Unclaimed
Douglas Cameron Brown is a registered representative and investment advisor representative with over 18 years of experience in the financial services industry. Douglas is currently employed by Osaic FA, Inc. and is registered with FINRA and the state of New Jersey. Douglas has Series 7 and 66 licenses. Douglas also has the SIE certification and is a Certified Financial Planner. Douglas has been active in the insurance industry since January 2009 and works as a licensed agent, offering traditional fixed life insurance from non-Lincoln Life Carriers. Douglas’s previous employment includes UBS Financial Services Inc. Douglas’s specializations include individual, retirement, and business planning, as well as investment products and 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.
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.
Retirement plan consulting services provided on a limited basis.
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
NJ
04/06/2006 - Present
Osaic FA, Inc. (RED BANK NJ)
NJ
04/12/2005 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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