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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jany? Claim Your ProfileJany Brown is a financial advisor with UBS Financial Services Inc. who has been in the industry for 25 years. Jany is registered in 37 states and the District of Columbia for both securities and investment advisory services. Jany has earned a Series 7, Series 63, and SIE licenses and is a member of FINRA. Jany has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jany also holds a position on the Board of Directors of Dunwoody Nature Center. Jany specializes in assisting clients with retirement planning, education planning, and investment strategies. Jany focuses on working with individuals, families, and small businesses.
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.
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.
See schedule d - miscellaneous
1
2
GA
03/23/2004 - Present
UBS Financial Services Inc. (ATLANTA GA)
NY
10/22/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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