Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Ross Moscov is an active investment advisor representative associated with Commonwealth Financial Network, in Pittsford, NY. Stewart has been in the industry since 1969 and holds a Series 63, Series 65, Series 7TO, Series 1 and SIE license. Stewart is also a Chartered Financial Consultant. Stewart has worked with Commonwealth Financial Network since 2011 and has previously been associated with Ensemble Financial Services, Inc., McDonald Investments Inc., Essex Capital Markets, Inc., PML Securities Company, Provident Marketing Corporation, Aetna Life Insurance and Annuity Company, H. C. Copeland and Associates Equities, Inc. and Provident National Equities, Inc. Stewart's firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (PITTSFORD NY)
NY
01/31/2003 - 04/25/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
OH
09/04/1998 - 02/10/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
01/23/1992 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
DE
11/12/1969 - 01/14/1992
PML SECURITIES COMPANY (NEWARK DE)
NA
01/14/1977 - 07/12/1989
PROVIDENT MARKETING CORPORATION
NA
06/19/1983 - 09/14/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
12/12/1979 - 05/30/1981
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
01/25/1974 - 01/14/1977
PROVIDENT NATIONAL EQUITIES, INC.
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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