Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamont? Claim Your ProfileLamont Maurice Stewart is an investment advisor representative with Cetera Investment Advisers LLC. Lamont has been in the financial services industry since 1998. Lamont is licensed in 16 states and is registered with the Financial Industry Regulatory Authority (FINRA). Lamont has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Lamont provides financial planning, portfolio management, and other investment advisory services. Lamont also has experience as an insurance agent selling life, annuities, and long-term care insurance.
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.
A percentage of the total value of assets under management is charged.
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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
OH
04/29/2004 - 01/07/2011
EDWARD JONES (MAUMEE OH)
NY
11/28/1997 - 05/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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