Unclaimed
David Michael Nuckols is an investment advisor representative at Brookstone Wealth Advisors, LLC and Winnow Wealth, LLC. David has been in the financial industry since 1998 and has a Series 7, Series 63 and Series 65 license. David is located in Brownsville, Texas.
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
TX
10/31/2019 - Present
Brookstone Wealth Advisors, LLC (BROWNSVILLE TX)
TX
05/03/1999 - 10/30/2019
PARK AVENUE SECURITIES LLC (EDINBURG TX)
NY
03/19/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
TX
05/17/1998 - 12/31/1998
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
TX
01/21/1998 - 05/05/1998
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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