Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Heslep is a financial advisor with over 20 years of experience in the financial services industry. Willis has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Willis has a Bachelor of Arts degree in Business Administration from the University of North Carolina at Charlotte and is a Certified Financial Planner. Willis is also a registered representative of Brookstone Wealth Advisors, LLC, a firm that specializes in providing financial planning, investment management and insurance services. Willis is committed to providing clients with personalized service and a comprehensive approach to 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.
1
2
IL
02/17/2020 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
NC
11/19/2014 - 10/05/2016
R.M. STARK & CO., INC. (CHARLOTTE NC)
NC
06/27/2014 - 11/28/2014
HD VEST INVESTMENT SERVICES (Charlotte NC)
GA
04/12/2002 - 12/31/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/15/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
MN
09/06/2000 - 04/25/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NA
06/21/1993 - 08/18/1993
PRUCO SECURITIES CORPORATION
IA
Issued 07/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Willis Heslep is the right advisor for you? Invested Better is here to help.
