Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stewart is a financial advisor with over 20 years of experience in the industry. Andrew is registered with Cambridge Investment Research Advisors, Inc. and has experience working with a variety of clients, including individuals, families, and businesses. Andrew holds Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Andrew is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. He is committed to building long-term relationships with his clients and providing them with the highest level of service.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
11/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
03/20/2002 - 12/31/2019
NATIONWIDE SECURITIES, LLC (HOUSTON TX)
MI
10/23/2000 - 03/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 08/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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