Unclaimed
Edward Gerald Brown is a financial advisor who has been active in the financial services industry since 1978. Edward is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2024. Edward has a strong background in financial services, with experience at various firms such as Prudential Insurance Company of America, MML Investors Services, LLC, and MSI Financial Services, Inc. Edward specializes in working with high-net-worth individuals, corporations, and other businesses. Edward is also registered as an investment advisor representative in California.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/09/2024 - Present
Cetera Investment Advisers LLC (WEST COVINA CA)
CA
04/11/2024 - 08/14/2024
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
02/26/2021 - 01/29/2024
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
03/25/2017 - 02/22/2021
MML INVESTORS SERVICES, LLC (WOODLAND HILLS CA)
CA
04/06/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
01/23/2009 - 04/05/2010
SECURITIES AMERICA, INC. (SANTA MONICA CA)
CA
08/02/2000 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SANTA MONICA CA)
MA
03/14/1996 - 08/09/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
CA
12/12/1994 - 01/29/1996
FREEMAN FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
MA
01/12/1994 - 11/29/1994
PNMR SECURITIES, INC. (BOSTON MA)
CA
04/24/1978 - 12/14/1993
FREEMAN FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
BOTH
Issued 9/8/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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