Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brown is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with The Ameriflex Group and has been a financial advisor since 1983. Michael is also a Certified Financial Planner and has experience in tax preparation, insurance planning, and wealth management. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, 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.
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
CA
11/02/2023 - Present
THE Ameriflex Group (Murrieta CA)
CA
11/01/2005 - 11/09/2023
PRINCIPAL SECURITIES, INC. (MURRIETA CA)
MA
08/13/2002 - 11/09/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
02/26/1988 - 08/29/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
02/09/1987 - 01/30/1988
E. F. HUTTON & COMPANY INC
NA
06/29/1983 - 02/18/1987
PRINCOR FINANCIAL SERVICES CORPORATION
NA
09/12/1981 - 10/20/1981
SHEARSON LOEB RHOADES INC.
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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