Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konrad? Claim Your ProfileKonrad Brown is a financial advisor at United Capital Financial Advisors, based in Fort Lauderdale, Florida. Konrad has over 10 years of experience in the financial services industry. Konrad is registered with the state of Florida as an Investment Advisor Representative. Konrad has experience working with individuals, corporations, high-net-worth clients, pension and profit-sharing plans, 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.
Sub-adviser for other investment advisers
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
FL
04/15/2016 - Present
United Capital Financial Advisors (Fort Lauderdale FL)
FL
07/02/2020 - 11/16/2023
GOLDMAN SACHS & CO. LLC (Ft. Lauderdale FL)
FL
09/13/2022 - 09/20/2022
MERCER ALLIED COMPANY, L.P. (FORT LAUDERDALE FL)
FL
10/25/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (Fort Lauderdale FL)
FL
04/08/2016 - 11/01/2017
GIRARD SECURITIES, INC. (Fort Lauderdale FL)
FL
10/08/2010 - 04/04/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AVENTURA FL)
IA
Issued 04/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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