Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Werner is a financial advisor at Kestra Private Wealth Services, LLC. Stewart has been in the financial services industry since 2015. Stewart holds the Series 63, Series 66, Series 7 and SIE licenses and is registered in 12 states. Stewart also holds the Certified Financial Planner designation. Stewart provides financial guidance, financial planning, and investment management to individuals, families, businesses, and charitable organizations. Stewart is passionate about helping clients achieve their financial goals and believes in building long-term relationships with clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/15/2025 - Present
Kestra Private Wealth Services, LLC (San Antonio TX)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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