Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Wadsworth Stuart is an investment advisor representative with Stephens. Edgar has over 38 years of experience in the financial services industry. Edgar holds licenses in multiple states and is qualified to advise on a wide range of investment products and services. Edgar specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
10/30/2013 - Present
Stephens (NASHVILLE TN)
TN
06/01/2009 - 05/05/2011
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
MD
04/20/1990 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/24/1982 - 05/10/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 09/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/20/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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