Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francie? Claim Your ProfileFrancie Lynn Brown has been in the financial industry since 1997. Francie Lynn Brown is a registered representative with Raymond James Financial Services Advisors, Inc. Francie Lynn Brown has a strong background in financial services, with experience at several firms including WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.. Francie Lynn Brown offers a variety of services including financial planning, pension consulting and portfolio management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
01/01/2008 - 03/26/2020
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
09/11/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NY
11/13/1996 - 03/27/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 11/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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