Unclaimed
Ajaz Rahman is a financial advisor at Brookstone Capital Management LLC in Wheaton, IL. Ajaz has over 17 years of experience in the financial services industry. Ajaz is registered with the state of Maryland as an Investment Advisor Representative. Ajaz is a Certified Financial Planner and holds the Series 7, 6, 63, 65 and 24 licenses. Ajaz is a financial advisor who is committed to providing personalized financial advice and planning for individuals and families. Ajaz specializes in retirement planning, investment management and insurance planning. Ajaz is also a licensed insurance agent and can help you with your life insurance and annuity needs. If you are looking for a financial advisor who can help you reach your financial goals, Ajaz Rahman is a great choice.
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.
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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2
IL
10/13/2021 - Present
Brookstone Capital Management LLC (WHEATON IL)
MD
10/24/2018 - 08/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Bethesda MD)
MD
09/26/2005 - 09/17/2018
M&T SECURITIES, INC. (WHEATON MD)
NY
10/12/2004 - 09/07/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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