Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Stanford is an Investment Advisor Representative associated with Newedge Advisors. Brooke has been a part of the financial industry since 2018 and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Brooke is registered to provide investment advice in Florida. Brooke has earned their Series 6, Series 7, Series 66, and SIE licenses. Brooke has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and other investment advisers.
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.
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
FL
10/17/2023 - Present
Newedge Advisors (Jacksonville FL)
FL
11/13/2019 - 06/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
12/20/2018 - 05/09/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PALM BCH GDNS FL)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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