Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Allen Lewack is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stewart is a highly experienced professional with a deep understanding of the financial markets. Stewart has held previous roles at NUVEEN SECURITIES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Stewart is a dedicated advisor who is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/07/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IL
01/03/2017 - 03/26/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
NY
06/01/2016 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MA
01/05/2016 - 06/02/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)
BC
Issued 03/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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