Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Perkins is a financial advisor with over 25 years of experience in the industry. Mark Perkins is currently registered with Brookstone Capital Management LLC in Wheaton, Illinois, and is licensed to provide investment advice in Illinois. Previously, Mark Perkins was associated with Center Street Securities, Inc., Waterstone Financial Group, Inc., SunAmerica Securities, Inc., WMA Securities, Inc., and Terra Securities Corporation. Mark Perkins holds the Series 63, Series 65, Series 7, and SIE licenses. Mark Perkins also has a law degree and practices estate planning.
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.
1
2
IL
08/02/2011 - Present
Brookstone Capital Management LLC (WHEATON IL)
IL
08/01/2011 - 12/01/2023
CENTER STREET SECURITIES, INC. (WHEATON IL)
IL
01/16/2007 - 08/18/2009
WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)
IL
06/28/2001 - 12/31/2006
WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)
AZ
02/10/1999 - 07/06/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
08/19/1998 - 02/25/1999
WMA SECURITIES, INC. (DULUTH GA)
IL
07/10/1997 - 08/28/1998
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Perkins is the right advisor for you? Invested Better is here to help.
