Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Daniel Whitt is a financial advisor currently registered with Savant Wealth Management. Stewart has been in the industry since 2008. Stewart is licensed in Alabama and has a Series 66, SIE, and Series 7 license. Stewart is also a Certified Financial Planner. Stewart has prior experience at LPL Financial LLC and Lincoln Financial Advisors Corporation. Stewart offers a variety of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Stewart provides services to a wide range of clients including individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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.
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.
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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AL
12/04/2023 - Present
Savant Wealth Management (Huntsville AL)
AL
04/30/2015 - 09/28/2018
LPL FINANCIAL LLC (HUNTSVILLE AL)
AL
11/25/2008 - 05/11/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNTSVILLE AL)
BOTH
Issued 04/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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