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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart E. Schrader is a financial advisor with Mercer Global Advisors Inc. Stewart has been in the industry for over 20 years and holds the Series 6, 7, 26, 63, and 66 licenses. Stewart provides financial planning, portfolio management, and estate planning services. Stewart is a Certified Financial Planner and has a specialization in working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Stewart has a proven track record of success and 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.
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.
Trust services, estate planning, tax return preparation, consultation
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
03/28/2023 - Present
Mercer Global Advisors Inc. (Los Angeles CA)
IL
10/15/2019 - 10/05/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
03/22/2017 - 10/18/2019
FIFTH THIRD SECURITIES, INC. (WHEATON IL)
IL
08/01/2012 - 03/20/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
MO
02/28/2011 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (INDEPENDENCE MO)
MO
02/11/2009 - 02/02/2011
WELLS FARGO ADVISORS, LLC (KANSAS CITY MO)
KS
07/26/2000 - 05/28/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 02/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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