Unclaimed
Hugh O'Rourke is an Investment Advisor Representative with Brookstone Capital Management LLC. Hugh has been in the financial services industry since 2000, specializing in providing financial planning and portfolio management services for individuals. Hugh is registered with the state of Colorado as an Investment Advisor Representative and is also registered with the Financial Industry Regulatory Authority (FINRA). Hugh holds Series 6, 7, and 65 licenses. Hugh is a dedicated financial professional who is committed to providing his clients with the highest level of service and expertise.
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.
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
IL
07/17/2017 - Present
Brookstone Capital Management LLC (WHEATON IL)
CO
01/22/2015 - 02/12/2015
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
NE
08/21/2002 - 10/03/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
06/05/2000 - 11/16/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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