Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Stewart is a financial advisor in Vancouver, Washington. Robert has been in the industry since August 2002. Robert is currently registered with LPL Financial LLC, and has previously worked at CUSO Financial Services, L.P., Cetera Advisor Networks LLC, PrimeVest Financial Services, Inc., Edward Jones, Phillips & Company Securities Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Robert holds licenses for the Series 66, Series 7 and SIE exams. Robert offers a variety of services to clients, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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2
WA
01/16/2024 - Present
LPL Financial LLC (VANCOUVER WA)
WA
11/18/2015 - 01/12/2024
CUSO FINANCIAL SERVICES, L.P. (Vancouver WA)
WA
03/10/2009 - 11/18/2015
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
WA
02/10/2005 - 08/07/2008
PRIMEVEST FINANCIAL SERVICES, INC. (VANCOUVER WA)
MO
04/23/2002 - 02/09/2005
EDWARD JONES (ST. LOUIS MO)
OR
01/18/2002 - 02/26/2002
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
MN
11/02/2001 - 12/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/2001 - 12/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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