Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Keith Brown is a financial advisor registered with Wells Fargo Clearing Services, LLC. Gregory is a registered representative with both a Series 6 and Series 63 license, as well as a Series 65 license. Gregory has been in the securities industry since 2017, and has previously worked with J.P. MORGAN SECURITIES LLC, Securities America, Inc., and Wells Fargo Clearing Services, LLC. Gregory is based in Minneapolis, Minnesota and specializes in working with individuals, corporations and charitable organizations.
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.
Investment consulting services to institutional clients
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
MN
07/01/2024 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
08/12/2022 - 03/26/2024
J.P. MORGAN SECURITIES LLC (Apple Valley MN)
MN
07/30/2020 - 10/28/2021
SECURITIES AMERICA, INC. (ROSEMOUNT MN)
MN
02/08/2017 - 08/04/2020
WELLS FARGO CLEARING SERVICES, LLC (BURNSVILLE MN)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Brown is the right advisor for you? Invested Better is here to help.
