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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Browne is a financial advisor with Osaic Wealth, Inc. Jeffrey has been in the financial services industry since 1998. Jeffrey has a series 63 and 65, as well as a series 7 and 24. Jeffrey specializes in providing financial advice to 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.
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.
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2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (DALTON GA)
GA
07/30/2007 - 11/03/2023
FSC SECURITIES CORPORATION (DALTON GA)
GA
06/26/1998 - 08/03/2007
AXA ADVISORS, LLC (DALTON GA)
NY
06/26/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
04/30/1998 - 06/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/30/1998 - 06/08/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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