Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Breeden is an Investment Advisor Representative with Creative Financial Designs, Inc., a firm based in Kokomo, Indiana. Stuart has over 29 years of experience in the financial services industry. Prior to joining Creative Financial Designs, Inc., Stuart worked at Securities America, Inc. and H.D. Vest Investment Services. Stuart is licensed to offer financial products and services in several states. Stuart is a Registered Representative with the Securities Industry and Financial Markets Association (FINRA) and is also registered with the Illinois Department of Financial and Professional Regulation. Stuart is dedicated to helping clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
IL
10/29/2007 - Present
Creative Financial Designs, Inc. (PEORIA IL)
IL
05/03/2005 - 11/01/2007
SECURITIES AMERICA, INC. (PEORIA IL)
TX
03/29/1994 - 06/01/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 11/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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