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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher Conley is an investment advisor representative at Brookstone Wealth Advisors, LLC. John has been in the financial services industry since 2001 and is licensed to provide investment advice in Massachusetts and New Hampshire. John has also held previous roles at Equity Services, Inc., Advisory Group Equity Services Ltd., and 1717 Capital Management Company. John holds Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials (SIE) exam. John's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. John also provides educational seminars and helps clients select other advisors.
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
MA
10/20/2021 - Present
Brookstone Wealth Advisors, LLC (NEWTON MA)
MA
11/17/2005 - 10/21/2014
EQUITY SERVICES, INC. (NEWTON MA)
MA
11/08/2002 - 11/08/2005
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
DE
03/15/2001 - 11/06/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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