Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Lasher Stothoff is a financial advisor who has been in the industry since December 6, 1987. Stewart is currently registered with Ameriprise Financial Services, LLC in Boulder, Colorado. Stewart has also been registered with Ameriprise Advisor Services, Inc., and Quick & Reilly, Inc. Stewart holds several licenses including Series 63, Series 65, Series 7, and Series 10. Stewart has been a licensed advisor for over 30 years. Stewart is also a self-employed musician.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CO
10/05/2009 - Present
Ameriprise Financial Services, LLC (Boulder CO)
CO
09/29/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BOULDER CO)
NY
11/25/1987 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/1993
Series 4 - Registered Options Principal Examination
BC
Issued 04/05/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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