Meaning - the broker made well-judged decisions to invest in stocks that have appreciated in value since then. The implication being that the broker is wise and made well thought-out decisions about which stock to buy - as opposed to random guesses. Since it is a "series" of investments then this remark is not based on a single action by the broker but a number of investment decisions.
resulted in significant wealth for all of his clients
For my English vocab homework. I cannot think of anything for this.