Unclaimed
Drew M. Brown is a financial advisor with Raymond James & Associates, Inc. Drew M. Brown has been in the industry for over 14 years, with previous experience at Merrill Lynch and LPL Financial. Drew M. Brown is registered to provide investment advice in 34 states and is licensed as a Registered Representative in Ohio, Pennsylvania, and Texas. Drew M. Brown's firm, Raymond James, has over 7,000 advisors providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Drew M. Brown provides financial planning, portfolio management, and other investment-related 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
PA
04/18/2022 - Present
Raymond James & Associates, Inc. (Cranberry Township PA)
OH
11/17/2010 - 04/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZANESVILLE OH)
NC
08/20/2008 - 10/30/2009
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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