Unclaimed
Paul Brown is a financial advisor with Eagle Strategies LLC. Paul has been in the financial industry for over 16 years. Paul is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and a general securities representative. Paul also has a Series 63 license and holds FINRA licenses for Series 6, Series 7, and Series 66. Paul is registered as an investment advisor representative in North Carolina and Texas.
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.
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.
1
2
NC
02/05/2021 - Present
Eagle Strategies LLC (MATTHEWS NC)
NY
06/13/2008 - 08/06/2009
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
01/30/2006 - 05/27/2008
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
01/30/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BOTH
Issued 4/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/7/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 1/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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