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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Blaine Rodwell is an investment advisor representative with J. W. Cole Advisors, Inc. Stuart has been in the industry since 1993. Stuart has been associated with J. W. Cole Advisors, Inc. since 2017. Stuart has also worked at LPL Financial LLC and Capital Investment Group, Inc. in the past. Stuart has passed the Series 6, Series 7, Series 63, and Series 66 exams. Stuart specializes in portfolio management for individuals and businesses and provides financial planning, educational seminars, and selection of other advisors. Stuart's firm, J. W. Cole Advisors, Inc. manages assets for individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
Hourly & fixed rate consulting
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
NC
10/02/2017 - Present
J. W. Cole Advisors, Inc. (Apex NC)
NC
12/14/2007 - 10/02/2017
LPL FINANCIAL LLC (RALEIGH NC)
NC
09/21/1994 - 12/21/2007
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
01/11/1993 - 07/26/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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