Unclaimed
John Damon Stewart is an investment advisor with LPL Financial LLC. John has been in the financial industry since 1991 and holds Series 7 and Series 63 licenses. John has worked with multiple other firms such as Genaeos Wealth Management, Inc., FSC Securities Corporation, and IFG Network Securities, Inc. and has experience in the investment related business. John is registered with the Financial Industry Regulatory Authority (FINRA) and holds a license with FINRA as well as the state of Texas and Louisiana. John is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
11/17/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
04/27/2012 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (BATON ROUGE LA)
LA
11/30/2001 - 05/08/2012
LPL FINANCIAL LLC (BATON ROUGE LA)
GA
04/03/1998 - 11/30/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
01/19/1994 - 04/29/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/24/1991 - 01/20/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/29/1992 - 01/04/1994
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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