Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stewart is a financial professional with over 25 years of experience in the industry. Christopher is a Registered Representative of Brokers International Financial Services, LLC and a Registered Investment Advisor of Stewart Wealth Advisors LLC. Christopher holds a Series 7, 9, 10, 24 and 65 license and the SIE designation. He is also a Certified Financial Planner. Previously, Christopher worked at Lincoln Financial Securities Corporation, National Securities Corporation, First Union Securities Financial Network, Inc., Josephthal & Co., Inc., and H.J. Meyers & Co., Inc. Christopher specializes in providing financial planning, portfolio management and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
08/16/2017 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
VA
08/01/2007 - 08/25/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (GLEN ALLEN VA)
VA
10/31/2001 - 07/31/2007
NATIONAL SECURITIES CORPORATION (GLEN ALLEN VA)
MO
04/02/2001 - 11/08/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
NY
09/21/1998 - 04/06/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
11/01/1994 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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