Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gregory Stewart is a financial advisor who has been in the industry since May 5, 1976. Charles is currently registered with Cambridge Investment Research Advisors, Inc. and has branch office locations in Wentzville, Missouri and Chesterfield, Missouri. Charles has a wide range of experience in the financial services industry and holds a number of licenses and designations, including the Series 6, Series 22, Series 63, and Series 6TO. Charles is also a Chartered Financial Consultant. Charles is a well-respected financial advisor with a strong commitment to providing quality service to clients.
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
MO
08/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wentzville MO)
MO
09/03/2013 - 08/12/2024
CETERA ADVISOR NETWORKS LLC (ST LOUIS MO)
MO
03/31/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST LOUIS MO)
OH
01/08/1993 - 03/27/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
VT
05/03/1976 - 01/12/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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