Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Weaver is an investment advisor representative with Sanctuary Advisors, LLC. Brooke has been in the securities industry since June 25, 2001. Brooke holds the Series 6, 7, 63 and 66 securities licenses. Brooke is registered in Indiana and Texas as an investment advisor representative and holds an active broker-dealer registration in nine states. Brooke is also a board member of the Conner Prairie Foundation.
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.
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
IN
06/17/2019 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
09/25/2008 - 06/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
06/25/2001 - 09/25/2008
CHARLES SCHWAB & CO., INC. (CARMEL IN)
MI
06/28/2000 - 03/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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