Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stewart, is a Registered Investment Advisor Representative with Global View Capital Management LLC in Waukesha, WI. Scott has been in the industry since 2003 and has passed both the Series 6 and Series 63 exams. Scott provides financial planning, portfolio management for individuals, selection of other advisors, and acts as a sub-advisor to other advisors. Scott also provides advice to participants of 401(k), 403(b), 457 and SIMPLE retirement plans. Scott is affiliated with Global View Capital Advisors, LLC as an independent contractor providing marketing, education, and sales for Global View Capital Management, LLC advisory services and Global View Capital Insurance Services, LLC insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
07/22/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
GA
08/01/2003 - 11/08/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 03/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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