Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Charlson McNamara musil is an investment advisor representative for Brookstone Capital Management LLC based in Wheaton, IL. Susan has been in the industry since 1978, previously working with firms such as ING Financial Partners, Inc., Smith Hayes Financial Services Corporation, and Smith Barney Inc. Susan holds multiple licenses, including Series 7, Series 24, Series 5, and Series 63, and is also a licensed insurance agent. Susan specializes in providing financial planning, educational seminars, and portfolio management services for 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
12/14/2018 - Present
Brookstone Capital Management LLC (WHEATON IL)
FL
09/17/2007 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (MELBOURNE FL)
NE
09/14/1999 - 09/27/2007
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
07/22/1998 - 09/17/1999
GWR INVESTMENTS, INC. (OMAHA NE)
NY
04/15/1993 - 06/30/1998
SMITH BARNEY INC. (NEW YORK NY)
MI
04/01/1992 - 03/30/1993
EQUITY BROKERAGE SERVICES, INC. (NORTHVILLE MI)
NY
05/17/1984 - 05/24/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/21/1978 - 05/18/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 08/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/07/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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