Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ybarra Rojas is an investment advisor representative with Brookstone Wealth Advisors, LLC and Reliant Investment Management. Michael is registered in Arizona and has over 30 years of experience in the financial industry. Michael has passed the Series 6, Series 63 and Series 65 exams. Michael is a 25% owner of Reliant Estate and Insurance Services and also owns 25% of Reliant Group Holdings LLC. Michael is also a 25% owner of Reliant Law Group, but does not practice law. Michael's firm, Brookstone Wealth Advisors, LLC offers advisory services to individuals, businesses and other investment advisors. Their financial planning services include retirement planning, college savings, and estate planning. Michael's experience in the financial industry and his firm's advisory services can help clients reach their financial goals.
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
AZ
10/16/2023 - Present
Brookstone Wealth Advisors, LLC (Phoenix AZ)
NA
07/18/1991 - 10/08/1991
EQUICO SECURITIES, INC.
NA
07/18/1991 - 10/08/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 04/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Rojas is the right advisor for you? Invested Better is here to help.
