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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Stewart is a financial advisor with over 20 years of experience in the industry. John is currently registered with Morgan Stanley and has been with the firm since 2015. Prior to that, John worked for Waddell & Reed. John is a Certified Financial Planner and holds a Series 7, Series 24, Series 66, and SIE license. John specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
04/08/2020 - Present
Morgan Stanley (Springfield MO)
MO
12/17/2004 - 04/27/2015
WADDELL & REED (SPRINGFIELD MO)
KS
11/14/2000 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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