Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Wesley Hiatt is a financial advisor with over 30 years of experience in the industry. Stewart is currently registered with Stephens and has been with the firm since May 2017. Previously, Stewart was a registered representative with Morgan Stanley and its predecessors, where he worked for over 10 years. Stewart has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing personalized advice and guidance to help each client make informed decisions. Stewart holds both Series 63 and Series 65 licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
05/19/2017 - Present
Stephens (WINSTON-SALEM NC)
NC
06/01/2009 - 05/19/2017
MORGAN STANLEY (WINSTON-SALEM NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINSTON-SALEM NC)
NC
11/17/1986 - 04/02/2007
MORGAN STANLEY DW INC. (WINSTON-SALEM NC)
NA
10/02/1985 - 09/29/1986
INDEPENDENCE SECURITIES, INC.
NA
08/30/1984 - 08/05/1985
WADDELL & REED, INC.
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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