Unclaimed
Philip Purpura is a financial advisor registered with the state of New York. Philip has been in the financial industry since 1984. Philip is currently employed by Brookstone Wealth Advisors, LLC. Philip is also an independent licensed insurance agent. Philip has experience in providing investment advice, fixed insurance products and financial planning services.
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
IL
01/30/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
NY
04/28/2022 - 09/09/2022
EQUITY SERVICES, INC. (HAUPPAUGE NY)
MI
08/23/2018 - 02/04/2019
REGULUS ADVISORS, LLC (KENTWOOD MI)
NY
05/17/2017 - 12/14/2017
AXA ADVISORS, LLC (WOODBURY NY)
NY
06/03/2016 - 08/17/2016
M&T SECURITIES, INC. (HAUPPAUGE NY)
NY
08/11/2014 - 04/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
08/04/1998 - 08/14/2014
FSC SECURITIES CORPORATION (MELVILLE NY)
NY
06/10/1994 - 07/22/1998
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
AZ
05/19/1992 - 06/09/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/11/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MN
03/07/1990 - 10/14/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1990 - 10/14/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/23/1988 - 03/16/1990
DEAN WITTER REYNOLDS INC.
NY
06/20/1984 - 03/16/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/15/1988 - 03/30/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/07/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
10/28/1985 - 11/13/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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