Unclaimed
Stewart Addison Charles is a financial advisor with Northwestern Mutual Investment Services, LLC. Stewart is based in Downers Grove, Illinois. Stewart is a registered representative of Northwestern Mutual Investment Services, LLC. and is licensed to sell securities in 32 states. Stewart has been in the financial services industry for 10 years. Stewart is also registered as an Investment Advisor Representative in Illinois. Stewart holds licenses for Series 6, Series 7TO, Series 63, and Series 65. Stewart has also earned the SIE exam certification. Stewart is currently affiliated with the Downers Grove, Illinois branch of Northwestern Mutual Investment Services, LLC. Stewart may earn commissions from insurance companies, or insurance brokerage agencies, for sales of non-variable life, health, Medicare, annuity, disability, and/ or long term care insurance products. Stewart is also a 100% owner of an investment property in Chicago, Illinois.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
IL
06/19/2015 - Present
Northwestern Mutual Investment Services, LLC (DOWNERS GROVE IL)
IA
Issued 06/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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