Unclaimed
Brooks Connor Gould is a financial advisor with AE Wealth Management, LLC. Brooks has been in the financial services industry for 1 year. Brooks is registered with FINRA and the state of Arizona. Brooks specializes in retirement planning, investment management, and insurance. Brooks is a Certified Financial Planner (CFP) and is also a registered representative of AE Wealth Management, LLC. Brooks's branch office is located in Mesa, Arizona.
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.
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2
AZ
02/07/2025 - Present
AE Wealth Management, LLC (Mesa AZ)
BOTH
Issued 08/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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