Unclaimed
Matthew Philistine is an Investment Advisor Representative registered with Brookstone Wealth Advisors, LLC. Matthew has experience in the financial services industry. He has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. In addition to his advisory services, Matthew is also a licensed insurance agent with URL Insurance Group and First Connect Insurance Services. Matthew's services include financial planning, educational seminars, selection of other advisors, and portfolio management for 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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PA
12/02/2024 - Present
Brookstone Wealth Advisors, LLC (WILKES BARRE PA)
Active
Inactive
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