linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roseal W Stewart

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roseal? Claim Your Profile

About Roseal W Stewart

Roseal Stewart is an investment advisor representative associated with Charles Schwab & Co., Inc. Roseal is active in both the broker-dealer and investment advisory businesses. They have been working in the financial industry since 2015. Roseal has passed the Series 7TO, Series 66, and SIE exams, and has a current registration in Maryland as an Investment Advisor Representative. Their previous employers include TD Bank, N.A., Southern New Hampshire University, Wells Fargo, and Charles Schwab Bank, SSB. Roseal is also registered as an Investment Advisor Representative in California, Delaware, District of Columbia, Florida, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Roseal is also a rideshare driver for Lyft.

Firm Information

Roseal Stewart is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roseal Stewart’s Registration & Firm History

MD

04/02/2024 - Present

Charles Schwab & CO., Inc. (Columbia MD)

Not sure if Roseal W Stewart is right for you?

Licenses & Designations

BOTH

Issued 06/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Roseal W Stewart.
Not sure if Roseal W Stewart is right for you?