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 is a financial advisor with Cetera Investment Advisers LLC, based in Gouverneur, NY. Stewart has been in the financial services industry since 1999 and has held previous positions with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Pinnacle Investments, Inc. and Dean Witter Reynolds Inc. Stewart holds FINRA Series 7, 31, and 66 licenses as well as the SIE. Stewart is registered to provide investment advisory services in Florida, Massachusetts, New Jersey, New York, North Carolina and Vermont. Stewart also owns and operates a rental property business.
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 09/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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