Unclaimed
Daniel Ryan Stewart is an investment advisor representative with Missionsquare Retirement. Daniel has been in the securities industry since August 4, 2010. Daniel is registered with the state of Michigan to provide both investment advisory and securities services. Daniel has worked with Waddell & Reed and Scottrade, Inc in the past. Daniel's office is located in Washington, DC and Grand Blanc, MI. Daniel can be reached by phone at 202-962-4600.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
11/08/2019 - Present
Missionsquare Retirement (WASHINGTON DC)
MI
04/03/2019 - 06/27/2019
WADDELL & REED (BLOOMFIELD HILLS MI)
MI
03/30/2009 - 03/07/2018
SCOTTRADE, INC. (CANTON MI)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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