Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Stewart is a financial advisor registered in the state of New Jersey. Robert has been in the industry since 1994 and currently works at Kovack Advisors, Inc. Robert's current registration is active in New Jersey. Robert has worked at Kovack Advisors, Inc. since November 2008 and previously worked at First Montauk Securities Corp., Kirlin Securities Inc. and M.S. Farrell & Company, Inc. Robert holds a Series 63, Series 65, Series 7, Series 24 and SIE licenses and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the General Securities Principal Examination, and the Securities Industry Essentials Examination. Robert offers a variety of services to his clients including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert is a Trustee and Coach for the Park Ridge Athletic Association.
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.
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.
1
2
FL
11/19/2008 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
NJ
10/28/2005 - 11/20/2008
FIRST MONTAUK SECURITIES CORP. (RUTHERFORD NJ)
NY
09/01/2001 - 11/09/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
04/08/1994 - 09/01/2001
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
IA
Issued 03/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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