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Christopher Lester is a financial professional with over 20 years of experience in the industry. Christopher is a partner at Brookstone Wealth Advisors, LLC, which is headquartered in Wheaton, Illinois. Christopher is a Chartered Financial Consultant and holds the Series 6, 7 and 63 licenses. Christopher specializes in providing a variety of financial services to individual clients, including financial planning, portfolio management, and educational seminars. Christopher also offers investment advisory services and insurance sales through Professional Planning Services, a business they own. In addition, Christopher is a part owner of Producer Partners Group and the owner of EZ Tax Pro. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
NJ
04/25/2023 - Present
Brookstone Wealth Advisors, LLC (CREAM RIDGE NJ)
NY
11/24/1999 - 02/22/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
04/16/1997 - 11/09/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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