Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Materne is a financial advisor with over 20 years of experience in the industry. Stewart is currently registered with Evercore Group LLC in New York, NY. Stewart previously worked at INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, EVERCORE GROUP L.L.C., RAFFERTY CAPITAL MARKETS, LLC, BANC OF AMERICA SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stewart holds licenses for Series 63, Series 24, SIE, Series 87, and Series 7 exams. Stewart is registered in 37 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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.
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.
1
2
NY
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/01/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
07/06/2009 - 08/11/2010
RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)
NY
02/27/2002 - 04/17/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/24/1999 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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