Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mark Brown is a financial advisor registered with Edelman Financial Engines and is based in Oklahoma City, OK. Kevin has been in the financial industry since 2016 and holds Series 6, 7, and 63 securities licenses. Kevin has a diverse background in the industry having worked for Edward Jones, American Century Investment Services Inc., and most recently with Align Wealth Management. Kevin is also a Certified Financial Planner and provides financial planning services, portfolio management, and 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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OK
09/08/2023 - Present
Edelman Financial Engines (OKLAHOMA CITY OK)
MO
01/19/2017 - 10/25/2021
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 01/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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