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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riccardo? Claim Your ProfileRiccardo Kirshun Stewart is an Investment Advisor Representative at AWM Capital, LLC. Riccardo is registered with the state of Arizona and Texas. Riccardo holds the Series 65 license. Riccardo has been in the financial services industry for over 16 years and has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans. Riccardo specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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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AZ
10/28/2024 - Present
AWM Capital, LLC (PHOENIX AZ)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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