Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Stewart is a financial advisor with over 30 years of experience in the industry. Eileen is currently registered with Wells Fargo Clearing Services, LLC and has offices in Greenville, DE. She is a licensed investment advisor and securities representative. Eileen has previously held positions at FIRST UNION CAPITAL MARKETS CORP. and PRUDENTIAL SECURITIES INCORPORATED. Eileen is dedicated to providing her clients with the highest quality financial advice. Eileen Stewart specializes in portfolio management, financial planning, and investment consulting services. She is committed to helping her clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
DE
07/31/2015 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE DE)
NC
03/03/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
02/09/1996 - 03/04/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/14/1991 - 12/12/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eileen Stewart is the right advisor for you? Invested Better is here to help.
