Unclaimed
Chantel Bonneau stewart is a financial advisor who has been in the industry since 2010. Chantel is registered with Northwestern Mutual Investment Services, LLC and holds a variety of licenses and certifications including the Series 6, 7, 26, 63, and 65. Chantel is also registered with the state of California and other states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
09/22/2010 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chantel Bonneau stewart is the right advisor for you? Invested Better is here to help.