Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Lester is an investment advisor representative with Brookstone Wealth Advisors, LLC. Anita has been in the industry for over 20 years and is licensed in Florida, Illinois, and Wisconsin. Anita has experience working with individuals and businesses. Anita specializes in Financial Planning, educational seminars, selection of other advisors, and portfolio management.
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.
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
IL
10/28/2021 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
IL
07/26/2013 - 10/11/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
08/31/2011 - 08/03/2013
CONCORDE INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
04/25/2008 - 09/29/2011
J.W. COLE FINANCIAL, INC. (CHICAGO IL)
IL
01/08/2005 - 04/25/2008
PRINCOR FINANCIAL SERVICES CORPORATION (GURNEE IL)
NY
09/09/2004 - 12/16/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
01/09/2004 - 09/07/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
05/08/2002 - 01/12/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
CT
12/05/2001 - 03/14/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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