Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kary? Claim Your ProfileKary Brownlee is a financial professional with over 20 years of experience in the industry. Kary currently works as a Registered Representative and Investment Advisor Representative for Independent Advisor Alliance, LLC and is based in Kennesaw, Georgia. Kary is licensed to offer investment advisory services in Alabama, Florida, Georgia, Louisiana, Ohio, South Carolina, and Texas. Kary holds Series 63, 65, 7 and SIE licenses. Prior to joining Independent Advisor Alliance, LLC, Kary worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Kary's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and providing educational seminars.
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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GA
01/22/2019 - Present
Independent Advisor Alliance, LLC (Kennesaw GA)
GA
06/01/2009 - 07/10/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
06/20/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 07/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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