Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Butler is an investment advisor representative with Fidelity Personal And Workplace Advisors. Stewart has been in the financial services industry for over 15 years. Stewart has a Series 7, Series 31, and Series 66 license. Stewart is registered in 20 states and has a combined 18 years of experience at Fidelity Personal And Workplace Advisors, BANCWEST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY DW INC..
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.
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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2
CA
06/05/2021 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
07/21/2011 - 11/26/2019
BANCWEST INVESTMENT SERVICES, INC. (EL CERRITO CA)
CA
01/30/2007 - 05/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
10/10/2005 - 05/25/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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