Unclaimed
Anthony Paul is an active Investment Advisor Representative for Brookstone Capital Management LLC, where Anthony has been registered since April 2017. Anthony has been in the industry since October 2000 and has prior registration history with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Anthony is licensed to provide financial advice in Illinois. Anthony's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Anthony is also registered as a General Securities Representative.
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
04/03/2017 - Present
Brookstone Capital Management LLC (WHEATON IL)
IL
06/01/2009 - 04/04/2017
MORGAN STANLEY (CHICAGO IL)
IL
10/05/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 02/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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