Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Troy Brown is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Michael is licensed to provide investment advisory services in 52 states and Washington D.C., and has been actively involved in the securities industry since February 4, 2019. Michael holds Series 63, 66, 7, 9, 10 and SIE licenses. In addition, Michael is registered with the Financial Industry Regulatory Authority (FINRA) and has 2 approved FINRA registrations. The advisor's current employment is with Fidelity Personal And Workplace Advisors where Michael has been employed since November 2018. Fidelity Personal And Workplace Advisors is a registered investment advisor firm headquartered in Boston, Massachusetts.
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.
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.
1
2
TX
01/06/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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