Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Brown is a financial advisor with Focus Financial. Gregory has been working in the financial services industry since 1991. Gregory has a broad range of experience, having worked for several firms, including The O.N. Equity Sales Company and M&I Brokerage Services, Inc. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional. Gregory is registered in a variety of states including Minnesota, Wisconsin, Illinois, Iowa, Kansas, Ohio, Pennsylvania, Wyoming, and Georgia. Focus Financial is a Registered Investment Advisor that offers a wide variety of financial services, including financial planning, portfolio management, and pension consulting. Gregory's work is focused on working with high-net-worth individuals, families, and corporations.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
02/15/2011 - Present
Focus Financial (MINNEAPOLIS MN)
OH
09/01/2004 - 02/17/2011
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
WI
06/14/1996 - 08/05/2004
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NY
04/15/1991 - 06/18/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/15/1991 - 06/18/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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