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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Yusem Stewart is a financial advisor with over 15 years of experience in the industry. Ellen is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since September 2013. Ellen's previous experience includes working with Morgan Stanley and PFS Investments Inc.. Ellen is licensed to provide financial advice in multiple states and holds the Series 6, 7, 31, 63, and 66 licenses. Ellen specializes in working with individuals, families, and businesses. Ellen is committed to providing personalized financial advice and helping her clients achieve their financial goals. Ellen is a trusted advisor who works hard to build strong relationships with her clients.
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
FL
09/25/2013 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
10/21/2010 - 10/03/2013
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
08/13/2008 - 09/13/2010
PFS INVESTMENTS INC. (BOYNTON BEACH FL)
BOTH
Issued 11/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2008
Series 6 - Investment Company Products/Variable Contracts 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
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