Unclaimed
Isaac Jekuthial Brown is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Isaac has been in the financial industry since September 1994. Isaac holds several licenses including Series 7, Series 10, Series 9, Series 63 and Series 65. Isaac has been registered in several states across the country including Alabama, Texas, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, and the District of Columbia among others. Isaac has been working for Merrill Lynch since June 1994.
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
AL
01/25/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANNISTON AL)
IA
Issued 08/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities 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
Not sure Isaac Brown is the right advisor for you? Invested Better is here to help.