Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everon? Claim Your ProfileEveron E. Brown is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in NEW YORK, NY. Everon Brown has a total of 16 years of experience in the securities industry. Everon Brown is licensed to offer securities in 18 states. Everon Brown has passed the Series 6, Series 7TO, Series 66 and SIE exams. Everon Brown has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2021. Everon Brown was previously employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.. Everon Brown also has been a registered representative with Bank of America N.A. since November 2021. Everon Brown has a strong background in financial planning and investment management. Everon Brown offers a variety of services to clients including, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Everon Brown works with a wide range of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
08/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
10/20/2004 - 04/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/10/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 06/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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