Unclaimed
Matthew Lovett is a Registered Investment Advisor Representative with Brookstone Capital Management LLC. Matthew has been in the financial services industry since 1998. The advisor has a background in working for several firms including JHS Capital Advisors, LLC, World Equity Group, Inc. and Brewer Financial Services, LLC. Matthew has extensive experience in the financial services industry, holding licenses including Series 6, Series 7, Series 24, Series 53, Series 63 and Series 87.
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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2
IL
11/12/2013 - Present
Brookstone Capital Management LLC (WHEATON IL)
FL
09/04/2012 - 05/17/2013
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
IL
05/03/2010 - 06/28/2012
WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)
IL
11/09/2009 - 04/29/2010
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
09/14/2005 - 09/23/2009
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
OH
09/24/2002 - 09/09/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
NC
01/26/2000 - 07/11/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
10/05/1999 - 01/21/2000
DLJDIRECT INC. (JERSEY CITY NJ)
NC
08/27/1998 - 07/09/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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