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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Brown is an investment advisor representative at Fidelity Personal And Workplace Advisors. Michael Brown is also licensed in Washington as an Investment Advisor Representative. Michael Brown has been in the securities industry for over 8 years. Prior to joining Fidelity Personal And Workplace Advisors, Michael Brown was employed at Principal Securities, Inc., where he was registered as a Broker-Dealer and Investment Advisor Representative. Michael William Brown has passed the Series 6, 7, 63 and 65 exams, as well as the SIE exam. Michael William Brown is registered to provide securities related services in Arizona, California, Idaho, Nevada, Oregon, Tennessee and Washington. Michael William Brown's firm Fidelity Personal And Workplace Advisors has approximately $1 billion - $10 billion in assets under management.
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.
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WA
10/26/2022 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
WA
07/09/2021 - 06/13/2022
PRINCIPAL SECURITIES, INC. (VANCOUVER WA)
IA
10/21/2013 - 07/29/2020
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
Issued 10/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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