Unclaimed
Mario Dela cerna is an Investment Advisor Representative registered with Brookstone Capital Management LLC. Mario is based in tucson, AZ, and has been in the financial industry since 2008. Mario has a Series 63, Series 65, and Series 7 licenses and specializes in financial planning, educational seminars, selection of other advisers, and portfolio management for individuals.
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.
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AZ
10/10/2023 - Present
Brookstone Capital Management LLC (tucson AZ)
CA
12/02/2008 - 10/01/2010
TD AMERITRADE, INC. (SAN DIEGO CA)
IA
Issued 09/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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