Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Bacon West is a financial advisor with Truist Advisory Services, Inc. based in BOCA RATON, FL. Brooke West has been in the industry since August 1999 and has worked with Truist Investment Services, Inc. and Truist Advisory Services, Inc. Brooke West holds Series 63, Series 66, and Series 24 licenses, as well as SIE and Series 7 certifications. Brooke West is a CERTIFIED FINANCIAL PLANNER™. Brooke West provides financial planning and portfolio management services to individuals, businesses, trusts, and charitable organizations. Brooke West and her firm also publish periodicals and offer educational seminars.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (BOCA RATON FL)
BOTH
Issued 01/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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