Unclaimed
Brian Stewart is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Fidelity Brokerage Services LLC and has been with the firm since October 2006. Prior to that, Brian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from April 2002 until September 2006. Brian holds the Series 7, Series 63, and Series 66 licenses. Brian is registered in 53 states and is dedicated to providing financial advice to clients across the country.
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.
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.
1
2
FL
10/04/2006 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
04/01/2002 - 09/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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