Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart James Parker is a financial advisor registered with Robert W. Baird & Co. Inc. and has been in the industry since 1997. Stewart James Parker has experience working with individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, corporations and other businesses, charitable organizations, state or municipal government entities, banking or thrift institutions, investment companies, and insurance companies. Stewart James Parker is registered in several states and has a range of certifications and 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
06/16/2021 - Present
Robert W. Baird & Co. Inc. (Columbia TN)
TN
09/04/2020 - 06/14/2021
ROBERT W. BAIRD & CO. INCORPORATED (Franklin TN)
TN
06/01/2009 - 09/09/2020
MORGAN STANLEY (COLUMBIA TN)
TN
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRANKLIN TN)
TN
01/24/1997 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA TN)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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