Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Stewart is a registered representative of LPL Financial LLC. Don has been in the financial services industry since 2007. Don is currently registered with the state of Colorado for both securities and investment advisory services. Don is also registered in North Dakota for securities. Don is a Series 6, Series 63, and Series 65 licensed professional. Don also holds the SIE designation. Don Stewart is a certified public accountant and operates a business called Don Steward, CPA, PC dba Comprehensive Business Solutions. Don's primary office location is in Denver, Colorado.
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
CO
05/02/2022 - Present
LPL Financial LLC (DENVER CO)
CO
01/06/2012 - 04/29/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
09/10/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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