Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelicia? Claim Your ProfileNelicia Brijon Brown is a financial professional registered with Charles Schwab & Co., Inc. in Plano, Texas. Nelicia has been in the financial industry since January 25, 2021, and has experience with TD AMERITRADE, INC. in Southlake, Texas. Nelicia holds licenses Series 63, Series 7TO, Series 9 and SIE. Nelicia has experience providing financial planning services to clients and can assist you with financial planning and selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/13/2022 - Present
Charles Schwab & CO., Inc. (Plano TX)
TX
01/26/2021 - 12/01/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 02/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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