Unclaimed
Nadim Zayed is an investment advisor representative with Brookstone Capital Management LLC, a registered investment advisor firm based in Wheaton, Illinois. Nadim has been in the financial services industry for over 20 years, and has been registered with Brookstone Capital Management LLC since 2006. Previously, Nadim was registered with Center Street Securities, Inc. and Waterstone Financial Group, Inc. Nadim holds a Series 63, Series 65, and Series 7 licenses. Nadim also holds a Certified Financial Planner designation. Nadim has experience in financial planning, portfolio management, and educational seminars. Nadim works with individual clients and families in the areas of retirement planning, college savings, and estate planning. Nadim is committed to helping his clients achieve 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.
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
04/11/2007 - Present
Brookstone Capital Management LLC (WHEATON IL)
IL
08/18/2009 - 11/01/2013
CENTER STREET SECURITIES, INC. (WHEATON IL)
IL
06/28/2001 - 08/18/2009
WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)
AZ
03/08/2000 - 07/06/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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