Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nga? Claim Your ProfileNga Le Brown is a registered representative with Geneos Wealth Management, Inc. Nga has been in the industry since May 29, 2018. Nga has passed the Series 7, Series 66 and SIE exams. Nga is also a registered representative with Commonwealth Financial Network and has previously been registered with J.W. Cole Financial, Inc. and Cambridge Investment Research, Inc.. Nga specializes in working with high net worth individuals, corporations or other businesses, and individuals other than high net worth.
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.
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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2
NC
09/08/2023 - Present
Geneos Wealth Management, Inc. (Morrisville NC)
NC
02/28/2019 - 09/01/2023
COMMONWEALTH FINANCIAL NETWORK (Morrisville NC)
NC
01/14/2019 - 03/22/2019
J.W. COLE FINANCIAL, INC. (MORRISVILLE NC)
NC
05/24/2018 - 01/16/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (MORRISVILLE NC)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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