Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steuart? Claim Your ProfileSteuart Adair Evans is a financial advisor with Raymond James & Associates, Inc. located in Huntsville, Alabama. Steuart has been in the financial industry since December 3, 1991. Prior to joining Raymond James & Associates, Inc. Steuart worked at WELLS FARGO CLEARING SERVICES, LLC, and SALOMON SMITH BARNEY INC. Steuart holds the Series 7 and Series 63 licenses, as well as the SIE exam. Steuart specializes in providing financial advice and investment management services to individuals, corporations, and other entities.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
03/20/2017 - Present
Raymond James & Associates, Inc. (Huntsville AL)
AL
02/28/2003 - 03/20/2017
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
NY
01/02/2002 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
12/04/1991 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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