Unclaimed
Steven Blake Stewart is an active investment advisor representative (IAR) associated with Stirlingshire Investments. Steven is licensed in Missouri and New York. Steven has been in the financial industry since 2024. Steven is registered as an Investment Advisor Representative in New York, and also an Investment Advisor Representative in Missouri. Steven has passed the Series 66, Series 7TO and SIE exams. Steven has been associated with Stirlingshire Investments since 2024.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/25/2024 - Present
Stirlingshire Investments (NYC NY)
BOTH
Issued 05/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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