Unclaimed
Hunter Allen Stewart is a financial advisor registered with Cambridge Investment Research Advisors, Inc., and holds Series 6, 7 and 63 licenses. Hunter Stewart has been working in the financial services industry since July 8, 1991. Prior to joining Cambridge Investment Research Advisors, Inc., Hunter Stewart was affiliated with Concourse Financial Group Securities, Inc., MONY Securities Corporation, Equity Services, Inc., WMA Securities, Inc., Walnut Street Securities, Inc., and Sun Investment Services Company. Hunter Stewart specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers and portfolio management for businesses and individuals.
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.
Solicitation fees from 3rd party money managers
1
2
AL
04/26/2022 - Present
Cambridge Investment Research Advisors, Inc. (Birmingham AL)
AL
03/01/1999 - 04/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
NY
12/04/1996 - 02/23/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
VT
06/05/1996 - 12/10/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
GA
06/06/1995 - 06/21/1996
WMA SECURITIES, INC. (DULUTH GA)
CA
12/07/1994 - 06/08/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/19/1992 - 10/21/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
05/09/1991 - 06/08/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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