Unclaimed
Chris Ryan Stewart is a financial advisor in Wood River, Nebraska. Chris has been working in the financial industry since November 2001. He is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since December 2018. Previously, Chris worked with Centaurus Financial, Inc. and QA3 Financial Corp. Chris is a Series 66 and Series 65 licensed advisor. Chris is also a Series 7 and SIE licensed advisor. Chris holds a license to provide investment advice in Nebraska. In addition to his work as a financial advisor, Chris is also a part-owner of Bangs & Stewart CPAs LLC and Stewart & Bangs LLC. Chris is a board member of Sense Technologies Inc. Chris provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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
NE
12/26/2018 - Present
Cambridge Investment Research Advisors, Inc. (Wood River NE)
NE
09/29/2010 - 12/10/2018
CENTAURUS FINANCIAL, INC. (WOOD RIVER NE)
NE
10/20/2003 - 09/29/2010
QA3 FINANCIAL CORP. (WOOD RIVER NE)
AZ
11/01/2001 - 10/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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