Unclaimed
Curtis Gordon MacOmber is a registered investment advisor representative with Brookstone Wealth Advisors, LLC, a firm headquartered in Wheaton, Illinois. Curtis has been in the securities industry since 1985. Curtis has a long history of experience in the financial services industry, having worked with several firms throughout his career. Currently, Curtis is associated with Brookstone Wealth Advisors, LLC, and previously worked with Equity Services, Inc. and PRUCO Securities Corporation. Curtis specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
1
2
MD
08/29/2018 - Present
Brookstone Wealth Advisors, LLC (BERLIN MD)
MD
05/12/1999 - 08/16/2018
EQUITY SERVICES, INC. (BERLIN MD)
NJ
01/08/1985 - 04/13/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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