Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Ashley Bees is an investment advisor representative currently registered with Mission Wealth Management, LP. Brooke has been in the industry for 23 years. Brooke also has registrations in Pennsylvania and has a Series 7, Series 6, Series 63, and Series 66 license. Brooke Ashley Bees has prior work experience with Mercer Advisors Inc., Mercer Global Advisors Inc., and West Capital Management. Brooke Ashley Bees's specializations include financial planning, pension consulting, portfolio management for individuals, and portfolio management for 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.
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.
Family wealth management
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
PA
09/26/2023 - Present
Mission Wealth Management, LP (Wynnewood PA)
PA
12/11/2007 - 12/23/2010
PARK AVENUE SECURITIES LLC (WAYNE PA)
OH
08/25/2004 - 12/31/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
06/17/2004 - 08/20/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/07/2000 - 06/03/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
01/19/2000 - 10/31/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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