Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Stewart has been an active investment advisor representative for over 20 years. Gary has a diverse background, having previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PFS INVESTMENTS INC. Gary has a proven track record of success and is committed to providing his clients with personalized financial advice. Gary is currently registered with Principal Advised Services and is licensed to provide investment advice in North Carolina and Iowa.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/30/2024 - Present
Principal Advised Services (CHARLOTTE NC)
NC
06/10/2005 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
GA
10/25/1999 - 06/06/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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