Unclaimed
Stuart Chappell Salyer is a financial advisor who has been active in the industry since June 9, 1997. Stuart is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 1, 2016. Previously, Stuart was employed by Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., DB Alex. Brown LLC, Bear, Stearns & Co. Inc., and Fidelity Brokerage Services, Inc. Stuart has a Series 7 and Series 63 license as well as the Securities Industry Essentials Examination (SIE). Stuart is registered in 28 states and specializes in investments.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MA
02/01/2016 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
07/11/2007 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
01/13/2001 - 05/09/2007
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MD
05/02/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
08/07/1997 - 05/11/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
RI
03/26/1997 - 07/23/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stuart Salyer is the right advisor for you? Invested Better is here to help.