Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeffrey is a registered investment advisor with Brookstone Wealth Advisors, LLC. William is licensed to provide investment advice in Florida, Georgia and South Carolina. William has over a decade of experience in the financial industry. William specializes in comprehensive financial and estate planning, and offers educational seminars as well as financial planning.
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.
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IL
02/02/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
GA
04/19/2013 - 12/02/2013
PARK AVENUE SECURITIES LLC (ATLANTA GA)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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