Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brown is a registered investment advisor representative with AMJ Financial Wealth Management LLC. Kevin has a Series 7TO, Series 66, and SIE. Kevin has been in the securities industry since 2023. Kevin has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. The individual specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Kevin has also worked with Triad Advisors.
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.
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
VA
04/19/2024 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
VA
02/27/2024 - 08/23/2024
TRIAD ADVISORS LLC (LEESBURG VA)
VA
10/12/2023 - 01/23/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Winchester VA)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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