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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooks? Claim Your ProfileBrooks Lucien Benton Jewett is a financial advisor registered with Equity Services, Inc. in Charlotte, North Carolina. Brooks is also registered in a number of other states including Arizona, Delaware, Illinois, Nevada, Pennsylvania, and South Carolina. Brooks is a certified financial planner and has experience providing financial planning, pension consulting, and educational seminars. In addition to his work with Equity Services, Inc., Brooks is also a lacrosse coach for Forsyth Country Day School and the CFO for Winston's Collection, an online furniture store. Brooks is a highly experienced financial advisor who can provide a variety of services to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
03/05/2020 - Present
Equity Services, Inc. (CHARLOTTE NC)
IA
Issued 02/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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