Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wayne Stewart is a financial advisor registered with LPL Financial LLC in San Antonio, Texas. Christopher is a registered representative and investment advisor representative. Christopher's registration began on October 10, 2023. Prior to joining LPL Financial LLC, Christopher was registered with CETERA INVESTMENT SERVICES LLC. Christopher has been in the financial services industry since May 31, 2023. Christopher has passed the Series 7TO, SIE, and Series 66 exams. Christopher is also a Private Banking Associate at AMEGY BANK N.A. and a board member for the Trinity University San Antonio Alumni board.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
10/10/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
07/12/2021 - 09/30/2021
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
BOTH
Issued 10/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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