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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 Repass is an investment advisor representative with Brookstone Wealth Advisors, LLC. John has been in the financial services industry for over 30 years and has experience in various areas such as investment company products, direct participation programs, and general securities. John holds the Series 6, 7, 22, 24, 63 and 65 licenses. John is based in Berlin, Maryland and also provides services in Delaware. John is committed to helping individuals and businesses 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.
1
2
MD
08/29/2018 - Present
Brookstone Wealth Advisors, LLC (BERLIN MD)
MD
07/16/2015 - 08/16/2018
EQUITY SERVICES, INC. (BERLIN MD)
MD
05/20/2005 - 09/05/2006
H. BECK, INC. (POOLESVILLE MD)
MD
07/22/2004 - 03/07/2005
M&T SECURITIES, INC. (BALTIMORE MD)
FL
06/13/1996 - 10/02/2003
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MD
08/26/1994 - 06/07/1996
H. BECK, INC. (ROCKVILLE MD)
NY
10/02/1986 - 09/14/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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