Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Courser is a financial advisor registered with Brookstone Capital Management LLC. Robert has been in the industry since 1994. Robert specializes in retirement planning, insurance, and investment management. Robert is a Certified Financial Planner and has Series 6, 7, 63, and 65 licenses.
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
01/02/2020 - Present
Brookstone Capital Management LLC (WHEATON IL)
MI
02/04/2008 - 01/02/2020
KALOS CAPITAL, INC. (GRAND RAPIDS MI)
MI
03/28/2006 - 02/04/2008
INTERVEST INTERNATIONAL EQUITIES CORPORATION (GRAND RAPIDS MI)
MI
03/10/2006 - 03/29/2006
QUESTAR CAPITAL CORPORATION (GRAND RAPIDS MI)
CO
04/25/2003 - 03/16/2006
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NY
05/03/1999 - 04/30/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/27/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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