Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Millard? Claim Your ProfileMillard Stewart is a financial advisor with over 30 years of experience in the financial services industry. Millard is currently registered with USA Financial Securities LLC, and has been with the firm since 2010. Prior to that, Millard worked for ING Financial Partners, Inc., Gunnallen Financial, Inc., BirchTree Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc. Millard Stewart has a broad range of experience and is able to provide financial planning, portfolio management, and selection of other advisors services to individuals and businesses. Millard holds a variety of licenses and certifications, including Series 3, 7, 24, 63, and 65. Millard is also an adjunct professor at Oklahoma Christian University and University of Central Oklahoma, where Millard teaches financial services and investment concepts.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OK
07/18/2014 - Present
USA Financial Securities LLC (EDMOND OK)
OK
10/09/2006 - 05/26/2010
ING FINANCIAL PARTNERS, INC. (EDMOND OK)
OK
11/06/2000 - 07/25/2006
GUNNALLEN FINANCIAL, INC (EDMOND OK)
MN
07/31/1997 - 11/08/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
05/16/1996 - 05/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/20/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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