Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brown has been a registered investment advisor since 1997. William has experience at both Redwood Private Wealth and Kovach Securities. William has experience in providing financial planning, pension consulting and educational seminars. William has a Series 63, Series 65 and SIE license. William holds an active license in South Carolina. William is licensed to provide financial advice to high net worth individuals, corporations, and other businesses.
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.
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SC
01/01/2025 - Present
Redwood Private Wealth (Piedmont SC)
SC
10/15/2014 - 07/09/2021
KOVACK SECURITIES INC. (Mauldin SC)
SC
03/01/2004 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (SIMPSONVILLE SC)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
12/19/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
11/15/1984 - 02/14/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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