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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Michael Brown is a financial advisor with Commonwealth Financial Network, registered with the state of California and licensed since 2009. Terry has over 20 years of experience in the financial services industry, and has been a Certified Financial Planner™ since 2000. Terry has been with Commonwealth Financial Network since 2009 and has a wide range of experience serving clients in the areas of financial planning, portfolio management, and retirement planning. Prior to joining Commonwealth Financial Network, Terry worked for UBS Financial Services Inc. and American Express Financial Advisors Inc. In addition to Terry's financial services experience, Terry also has experience in insurance sales and is a vocal soloist. Terry's specializations include: Retirement Planning, Education Planning, Insurance Planning, Estate Planning, and Business Planning.
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.
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
01/12/2009 - Present
Commonwealth Financial Network (GRASS VALLEY CA)
CA
07/29/2005 - 01/23/2009
UBS FINANCIAL SERVICES INC. (GRASS VALLEY CA)
MN
10/18/1999 - 08/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/1999 - 08/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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