Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Catherine Verkuilen is a financial advisor with Brookstone Wealth Advisors, LLC. Leslie works with individuals and businesses to develop personalized financial plans. The advisor is also experienced in providing investment advice and portfolio management. Leslie is a registered representative in Arizona, Texas, and Wisconsin. Leslie has been working in the financial services industry since 2013. Prior to joining Brookstone Wealth Advisors, Leslie was with NYLIFE SECURITIES LLC. The advisor holds the Series 6, Series 63, and Series 65 licenses. Leslie is also a registered representative with the Securities Industry Essentials Examination (SIE) license.
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
WI
08/07/2019 - Present
Brookstone Wealth Advisors, LLC (NEENAH WI)
WI
10/17/2014 - 08/06/2019
NYLIFE SECURITIES LLC (NEENAH WI)
WI
09/09/2013 - 02/12/2014
NYLIFE SECURITIES LLC (APPLETON WI)
IA
Issued 07/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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