Unclaimed
Stephen Arnold is an investment advisor representative with Brookstone Capital Management LLC. Stephen has been in the industry since 2006 and holds Series 6, 63, and 65 licenses. Stephen has held previous roles with Stonehurst Securities, Inc., Merrimac Corporate Securities, Inc., and MML Investors Services, Inc. In addition to working as an investment advisor representative for Brookstone Capital Management LLC, Stephen is also a life insurance broker with American Insurance Brokers LLC. Stephen is a managing member and CEO of Retirement Actuarial Services where he designs and implements defined benefit plans, cash balances, and 401k plans. Stephen specializes in portfolio management for individuals, financial planning, and selection of other advisors.
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
01/10/2019 - Present
Brookstone Capital Management LLC (WHEATON IL)
NV
01/01/2010 - 01/04/2010
STONEHURST SECURITIES, INC. (LAS VEGAS NV)
NV
01/03/2007 - 11/01/2007
MERRIMAC CORPORATE SECURITIES, INC. (LAS VEGAS NV)
NV
06/12/2006 - 11/21/2006
MML INVESTORS SERVICES, INC. (LAS VEGAS NV)
IA
Issued 07/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stephen Arnold is the right advisor for you? Invested Better is here to help.