Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter George Stewart is a financial advisor with over 25 years of experience in the financial services industry. Currently, Peter is registered as a financial advisor with SPC. Prior to joining SPC, Peter worked for several other firms, including Woodbury Financial Services, Inc., Edward Jones, Webster Investment Services, Inc., AXA Advisors, LLC, Cigna Financial Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Cigna Financial Advisors, Inc. Peter holds a Series 63, 65, and 7 license. Peter offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Peter is committed to providing his clients with personalized financial advice and guidance to help them 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.
Consultation 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.
Seminar attendance fees
1
2
MI
03/15/2023 - Present
SPC (ANN ARBOR MI)
FL
12/21/2005 - 06/27/2012
WOODBURY FINANCIAL SERVICES, INC. (TAMARAC FL)
FL
10/14/2003 - 12/07/2005
EDWARD JONES (WESTON FL)
CT
10/02/2002 - 10/14/2003
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
06/26/2001 - 10/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
CT
01/24/2000 - 04/18/2001
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MN
03/21/1998 - 07/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1998 - 07/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
05/30/1995 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 05/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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