Unclaimed
Thomas Zickau is an investment advisor representative registered with Brookstone Wealth Advisors, LLC. Thomas holds the Series 6, Series 63 and Series 65 licenses. He is an experienced advisor with over 20 years of experience in the industry. Thomas specializes in providing financial planning, portfolio management, and insurance services. He also owns ZEROTIQUE PHOTOGRAPHY, a non-investment related business. Thomas is committed to helping clients achieve their financial goals.
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
OH
06/22/2017 - Present
Brookstone Wealth Advisors, LLC (Dublin OH)
OH
08/22/2002 - 08/31/2007
USA FINANCIAL SECURITIES CORPORATION (DUBLIN OH)
NY
07/19/1996 - 07/10/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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