Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wesley Brown is a financial advisor currently registered with Patriot Investment Management Group Inc. located in Knoxville, TN. Michael has been in the industry since 1979 and has experience with LPL Financial LLC, Cambridge Investment Research, Inc., First Tennessee Brokerage, Inc., Linsco/Private Ledger Corp., New England Securities, Bateman Eichler, Hill Richards, Incorporated, and Thomson McKinnon Securities Inc. Michael has a variety of licenses and designations, including Series 7, Series 8, Series 24, Series 32, Series 63, and Series 65. Michael also holds specializations in: Retirement planning, college savings, estate planning, long-term care planning, and insurance. Michael focuses on working with high-net-worth individuals, corporations, and charities.
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.
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.
Referral fees (solicitor for other investment adviser)
1
2
TN
09/29/2021 - Present
Patriot Investment Management Group Inc. (KNOXVILLE TN)
TN
05/04/2015 - 09/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (CROSSVILLE TN)
TN
11/20/2007 - 05/12/2015
LPL FINANCIAL LLC (FAIRFIELD GLADE TN)
TN
03/05/2004 - 11/21/2007
FIRST TENNESSEE BROKERAGE, INC. (FAIRFIELD GLADE TN)
SC
03/09/1992 - 03/18/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/27/1989 - 10/31/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
SC
04/28/1989 - 08/08/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/04/1986 - 05/11/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/16/1981 - 06/12/1986
THOMSON MCKINNON SECURITIES INC.
NA
05/24/1979 - 03/23/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 05/01/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1979
Series 32 - Limited Futures Exam-Regulation
Active
Inactive
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