Unclaimed
Peter Emerson Trinidad is a registered Investment Advisor Representative associated with Brookstone Capital Management LLC. Peter has been in the industry since 2004 and is licensed to provide investment advice in Illinois, Indiana, Nebraska and North Carolina. Peter is a Series 65 and 63 licensed professional. Peter has worked with clients in the past at Foresters Equity Services, Inc. and PFS Investments Inc. In addition to being a licensed advisor, Peter also works in insurance sales. Peter is a licensed professional with over 19 years of experience in the financial services industry and is able to provide investment advice to 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.
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
02/22/2018 - Present
Brookstone Capital Management LLC (WHEATON IL)
CA
02/23/2011 - 12/15/2011
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IL
03/30/2004 - 02/05/2009
PFS INVESTMENTS INC. (PALOS HILLS IL)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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