Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Wade McCollum has been a registered investment advisor for over 23 years and is currently registered with Cetera Investment Advisers LLC. Stewart has a strong background in the industry with experience at several firms including Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Pinnacle Investments, Inc. and Dean Witter Reynolds Inc. Stewart has a wide range of experience and offers a variety of services including financial planning, portfolio management, and pension consulting. Stewart is dedicated to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (GOUVERNEUR NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GOUVERNER NY)
NY
09/19/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
11/13/2000 - 09/16/2002
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
08/27/1999 - 11/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 9/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 8/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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