Unclaimed
Earl Stewart has been in the financial services industry since 1986. Currently, Earl is registered with Stonex Advisors Inc., which specializes in providing financial consulting services, financial planning, pension consulting, and educational seminars. Earl also provides portfolio management for both individuals and businesses. Prior to joining Stonex Advisors Inc., Earl worked at Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Wachovia Securities, LLC, First Union Brokerage Services, Inc., A. G. Edwards & Sons, Inc., Carillon Investments, Inc., and Investors Security Company, Inc. Earl is licensed to conduct business in Alabama, California, Delaware, New Jersey, North Carolina, and Virginia.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/30/2016 - Present
Stonex Advisors Inc. (Richmond VA)
VA
12/09/2011 - 06/12/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
11/05/2008 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
VA
10/01/2000 - 11/04/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
03/05/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
08/15/1988 - 01/07/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/19/1985 - 08/23/1988
CARILLON INVESTMENTS, INC.
NA
12/07/1985 - 08/22/1988
INVESTORS SECURITY COMPANY, INC.
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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