Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Dean Burdette is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC in Naples, Florida. Wesley has been in the financial services industry since 2002 and has a Series 7, Series 6, Series 63, and Series 65 license. Wesley's experience includes working with MetLife Securities Inc., M&I Brokerage Services, Inc., Fifth Third Securities, Inc., Invest Financial Corporation and Futureshare Financial LLC.
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
FL
01/31/2024 - Present
Brookstone Wealth Advisors, LLC (Naples FL)
FL
11/07/2007 - 08/17/2009
METLIFE SECURITIES INC. (FT. MYERS FL)
FL
07/12/2006 - 11/17/2006
M&I BROKERAGE SERVICES, INC. (MARCO ISLAND FL)
FL
02/25/2005 - 04/25/2006
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
WI
11/26/2002 - 02/28/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
09/06/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IA
Issued 04/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Wesley Burdette is the right advisor for you? Invested Better is here to help.
