Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart MacDonald is a financial advisor in St. Petersburg, FL with over 30 years of experience in the industry. Stewart works with clients to provide financial planning and investment advice. Stewart has been registered with Global Retirement Partners LLC since May 2019 and has a history of providing investment advice to individuals, businesses, and retirement plans. Stewart is a Chartered Financial Consultant and holds Series 6, 7, and 63 licenses.
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.
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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CA
05/30/2019 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
FL
02/20/2009 - 12/11/2009
J.W. COLE FINANCIAL, INC. (ST. PETERSBURG FL)
FL
03/03/2008 - 12/31/2008
MONEY CONCEPTS CAPITAL CORP (SAINT PETERSBURG FL)
FL
06/12/2007 - 02/05/2008
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
12/16/2004 - 08/18/2006
THE O.N. EQUITY SALES COMPANY (ST. PETERSBURG FL)
NY
05/23/2003 - 01/03/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/10/2002 - 04/09/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MI
02/03/1997 - 06/20/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
FL
02/07/1995 - 12/07/1995
ALLAPREE SECURITIES, INC. (PORT RICHEY FL)
MO
07/30/1993 - 12/31/1993
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
06/19/1992 - 06/21/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NE
09/26/1989 - 12/11/1990
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
08/03/1988 - 09/28/1989
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
09/02/1986 - 02/04/1988
PRUCO SECURITIES CORPORATION
BC
Issued 07/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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