Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brown is a financial advisor who has over 20 years of experience in the financial industry. Jeffrey currently works for Stratos Wealth Partners, Ltd., and is registered with the states of California, Louisiana and Texas. Prior to joining Stratos Wealth Partners, Ltd. Jeffrey worked for LPL Financial LLC and Wells Fargo Advisors, LLC. Jeffrey has a variety of licenses and certifications including Series 31, Series 63, Series 65 and Series 7.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
03/09/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
09/18/2015 - 07/03/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/01/2003 - 09/25/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
08/09/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/19/1999 - 08/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/04/1997 - 11/12/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
01/16/1996 - 01/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/16/1996 - 01/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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