Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Darwin Brown has been in the financial services industry since 1997 and is currently registered with Mutual of Omaha Investor Services, Inc.. Jeffrey's previous experience includes roles with Principal Securities, Inc., Park Avenue Securities LLC, Invest Financial Corporation, MML Investors Services, Inc., A. G. Edwards & Sons, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Jeffrey has a Series 6, Series 63, and Series 65 licenses. He is also a licensed insurance agent in the state of Florida. Jeffrey specializes in financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
1
2
FL
06/07/2019 - Present
Mutual OF Omaha Investor Services, Inc. (LAKE MARY FL)
FL
04/21/2015 - 12/31/2017
PRINCIPAL SECURITIES, INC. (Tampa FL)
FL
11/16/2011 - 01/09/2015
PARK AVENUE SECURITIES LLC (TAMPA FL)
FL
02/17/2010 - 11/30/2010
INVEST FINANCIAL CORPORATION (VALRICO FL)
FL
03/02/2006 - 12/22/2008
MML INVESTORS SERVICES, INC. (TAMPA FL)
MO
08/14/1997 - 11/02/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/12/1992 - 10/16/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/12/1992 - 10/16/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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