Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald W Stewart is an investment advisor representative at Fidelity Personal And Workplace Advisors with over 20 years of experience in the financial industry. Donald has been registered with the Securities and Exchange Commission (SEC) since 2000 and is licensed in 52 states. In addition to his work as a financial advisor, Donald is also a spiritual teacher, coach, and musician. Donald is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NJ
08/20/2003 - 02/23/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
RI
05/07/2001 - 08/27/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/18/2000 - 02/01/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Donald Stewart is the right advisor for you? Invested Better is here to help.
