Unclaimed
Peter Ross Wechsler is a registered Investment Advisor Representative with Brookstone Capital Management LLC and Franklin Retirement Solutions, Inc. Peter is registered with the state of New Jersey, North Carolina, Pennsylvania, and South Carolina. Peter's firm has $1 billion - $10 billion under management. Peter is a registered Investment Advisor Representative with the firm since May 2008 and has 30 hours of work during trading and non-trading. Peter is also an insurance agent with various appointments, and conducts 15 hours of insurance sales during trading and non-trading. Peter provides financial planning, educational seminars, and portfolio management services. Peter is a Series 65 holder.
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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IL
06/30/2017 - Present
Brookstone Capital Management LLC (WHEATON IL)
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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