Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart John Burchfield is a financial advisor with over 20 years of experience in the industry. Stewart has worked with several reputable firms, including J.P. Morgan Securities LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and currently at LPL Financial LLC. Stewart holds a Series 7, Series 31 and Series 66 license. Stewart specializes in providing a range of financial services including financial planning, pension consulting and portfolio management for businesses and individuals. Stewart 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.
Consulting and other non-discretionary advisory services
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.
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2
IL
11/12/2020 - Present
LPL Financial LLC (OSWEGO IL)
IL
09/30/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WHEATON IL)
IL
09/15/2009 - 09/25/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/06/2005 - 09/04/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/08/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/19/2001 - 03/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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