Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Flaherty has been in the financial industry since 1972 and is currently registered with Commonwealth Financial Network. Stewart is a Registered Representative and has held licenses in over 30 states, including Ohio, Arizona, California, Florida, and New York. Stewart provides a wide range of financial planning and investment services to individuals and businesses. Stewart specializes in Retirement Planning, Education Planning, Estate Planning, and Business Planning. Stewart has been a licensed Investment Advisor since 1993 and is also a licensed General Securities Principal. Stewart is committed to providing clients with personalized and comprehensive financial advice.
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.
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.
1
2
OH
05/16/2013 - Present
Commonwealth Financial Network (WESTERVILLE OH)
OH
09/19/1985 - 05/28/2013
LPL FINANCIAL LLC (WESTERVILLE OH)
NA
01/04/1980 - 09/27/1985
CHUBB SECURITIES CORPORATION
NA
07/26/1978 - 02/11/1980
SUNCAN EQUITY SERVICES COMPANY
NA
02/25/1974 - 09/14/1978
CHUBB SECURITIES CORPORATION
NA
10/12/1973 - 03/28/1974
KEMPER SECURITIES SALES COMPANY
NA
10/09/1972 - 11/12/1973
IDS LIFE INSURANCE COMPANY
NA
10/09/1972 - 11/12/1973
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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