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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Stewart is a financial advisor in Lancaster, PA. Roland Stewart is a registered representative with Cuso Financial Services, Lp and has been in the industry since 2004. Roland Stewart is also an investment advisor representative with Cuso Financial Services, Lp and has been in the industry since 2004. Roland Stewart holds Series 6, Series 7TO, Series 63, Series 65, and SIE licenses. Roland Stewart specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
PA
12/22/2023 - Present
Cuso Financial Services, LP (Lancaster PA)
CO
05/19/2021 - 07/06/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
11/12/2019 - 03/01/2021
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
10/14/2019 - 12/11/2019
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
10/25/2013 - 01/22/2018
CITIZENS SECURITIES, INC. (LANCASTER PA)
PA
01/02/2009 - 10/04/2013
PNC INVESTMENTS (HERSHEY PA)
PA
12/07/2004 - 12/26/2008
WACHOVIA SECURITIES, LLC (LANCASTER PA)
IA
Issued 10/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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