Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steward? Claim Your ProfileSteward Lyman is a financial advisor with MWA Financial Services Inc. Steward has been working in the financial services industry since August 1996. Steward is registered in Illinois as both a broker-dealer and an investment advisor. Steward specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steward is also registered as a registered representative.
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.
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.
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IL
09/22/2004 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
IL
01/28/2000 - 04/03/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
OH
05/14/1999 - 01/21/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
08/12/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IN
02/09/1996 - 08/15/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/09/1996 - 08/15/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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