Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Brown is a financial advisor with over 30 years of experience in the financial services industry. Michele currently works at Osaic FA, Inc. and is registered in both California and Texas. Michele has a wide range of experience in providing financial advice to individuals, families, and businesses. Michele also offers insurance services through Brown Benefits Insurance Services. Michele is committed to providing personalized financial advice that meets her client’s individual needs. Michele is a Chartered Financial Consultant and holds several licenses and designations, including Series 6, 7, 22, 63, and 65.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/16/2020 - Present
Osaic FA, Inc. (IRVINE CA)
CA
07/22/2013 - 04/28/2014
BMA SECURITIES (EL SEGUNDO CA)
CA
11/22/2006 - 07/01/2013
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
07/19/2005 - 09/25/2006
BROOKSTREET SECURITIES CORPORATION (SANTA ANA CA)
IA
10/07/1999 - 08/04/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
10/26/1989 - 09/30/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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