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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stewart is a financial advisor with Lucid Wealth Planning LLC. Jeffrey has been in the financial services industry since 2006 and holds Series 63, 66, 7, 24 and SIE licenses. Jeffrey is also a Certified Financial Planner. Jeffrey specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients. Jeffrey has experience with TIAA-CREF and Merrill Lynch. The firm also provides tax preparation services. Jeffrey is registered with the state of North Carolina and is also registered as a resident of Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation services
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.
A percentage of the total value of assets under management is charged.
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NC
08/18/2022 - Present
Lucid Wealth Planning LLC (Wake Forest NC)
NC
09/22/2015 - 05/23/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DURHAM NC)
NC
10/25/2011 - 09/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
FL
11/09/2006 - 10/11/2011
E*TRADE SECURITIES LLC (FT. LAUDERDALE FL)
BOTH
Issued 01/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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