Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maxwell Stewart is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC and has a wide range of experience in the financial services industry, including positions with State Farm VP Management Corp., Allstate Financial Services, LLC, and NYLIFE Securities LLC. David holds the Series 6, 7, 24, 52, 53, and 63 licenses and is a Chartered Financial Consultant. David focuses on providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
02/02/2017 - 10/22/2021
ALLSTATE FINANCIAL SERVICES, LLC (IRVING TX)
IL
02/23/2009 - 01/09/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
12/19/1995 - 01/27/2009
NYLIFE SECURITIES LLC (TYLER TX)
BC
Issued 04/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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