Unclaimed
Mark Squires is a financial advisor with Brookstone Wealth Advisors, LLC. Mark has been in the financial industry since 2003. Mark is registered with the state of Kansas as an Investment Advisor Representative. He is also registered with the state of Missouri as an Investment Advisor Representative. Mark has experience in a number of areas including insurance sales and services, Medicare insurance, and debt counseling. Mark is a member of the National Association of Insurance and Financial Advisors (NAIFA).
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
MO
03/31/2023 - Present
Brookstone Wealth Advisors, LLC (Independence MO)
MO
01/16/2007 - 09/23/2008
BROOKSTONE SECURITIES, INC. (INDEPENDENCE MO)
MO
04/16/2003 - 12/31/2006
EQUITY SERVICES, INC. (INDEPENDENCE MO)
BOTH
Issued 04/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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