Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Jay Weissman is an investment advisor representative with Integrated Wealth Concepts LLC. Stewart has been active in the financial industry since 1975, holding licenses to sell fixed life and long-term care insurance products. Stewart has extensive experience with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. He has worked with various firms throughout his career, including SCF Securities, Inc., First Heartland Capital, Inc., and Jefferson Pilot Securities Corporation. Stewart holds Series 6, 26, 63, and 65 licenses and is registered as an investment advisor representative in California.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/01/2023 - Present
Integrated Wealth Concepts LLC (RANCHO SANTA FE CA)
CA
04/15/2013 - 08/21/2013
SCF SECURITIES, INC. (ENCINITAS CA)
CA
02/27/2007 - 04/15/2013
FIRST HEARTLAND CAPITAL, INC. (ENCINITAS CA)
CA
09/26/2003 - 12/20/2006
JEFFERSON PILOT SECURITIES CORPORATION (ENCINITAS CA)
NY
04/26/2002 - 10/01/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
02/01/2001 - 05/06/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/01/2001 - 05/06/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
09/13/2000 - 02/14/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
AZ
08/26/1999 - 09/15/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
06/02/1998 - 08/25/1999
SPIDER SECURITIES, INC. (NEW YORK NY)
IN
06/18/1997 - 06/10/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NE
10/23/1996 - 05/14/1997
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
04/02/1997 - 05/12/1997
WESTERN CAPITAL FINANCIAL GROUP (NEW YORK NY)
NY
10/28/1994 - 10/22/1996
USLIFE EQUITY SALES CORP. (NEW YORK NY)
DE
09/08/1986 - 08/30/1994
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 05/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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