Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Stewart is a financial advisor registered with Brookstone Wealth Advisors, LLC and AmeriLife Benefits. Barbara has been in the industry since 1989 and has experience working with individuals, businesses, and retirement plans. Barbara has a Series 7, Series 66 and Series 24 license. Barbara is also a Certified Financial Planner. Barbara offers a variety of financial services including financial planning, portfolio management, and educational seminars. Barbara is committed to helping clients achieve their financial goals.
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.
1
2
IL
04/06/2022 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
IL
03/17/2008 - 04/27/2012
BLC FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
01/17/2006 - 12/10/2007
CONSECO EQUITY SALES, INC. (CARMEL IN)
MI
01/29/2004 - 10/14/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CT
04/25/2001 - 07/08/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
04/18/1989 - 04/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1989 - 04/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Barbara Stewart is the right advisor for you? Invested Better is here to help.
