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 Rallis is a financial advisor with Stairway Partners, LLC in Minneapolis, Minnesota. Stewart has been in the financial services industry since 1983. Stewart is registered with the state of Illinois and Minnesota to provide investment advisory services. Stewart has previously worked with LPL Financial LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Stewart is a licensed Series 3, 5, 6, 7, 8, 15, 63 and 65. Stewart specializes in pension consulting, portfolio management for individuals and businesses and selecting other 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/03/2014 - Present
Stairway Partners, LLC (MINNEAPOLIS MN)
MN
08/13/2010 - 01/04/2013
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
06/01/2009 - 08/23/2010
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)
MN
11/17/1995 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMINGTON MN)
NY
03/20/1991 - 11/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
11/16/1983 - 04/19/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/16/1983 - 04/19/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/16/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/17/1995
Series 5 - Interest Rate Options Examination
BC
Issued 03/10/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 11/23/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stewart Rallis is the right advisor for you? Invested Better is here to help.
