Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Erchick is a financial advisor at Brookstone Wealth Advisors, LLC. Katelyn is a licensed investment advisor representative and is registered with the states of New Jersey and Pennsylvania. Katelyn has been in the financial services industry since February 2012. Katelyn specializes in providing financial planning, portfolio management, and educational seminars to individuals and 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.
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2
PA
08/11/2023 - Present
Brookstone Wealth Advisors, LLC (Avondale PA)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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