Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Donovan is a financial advisor who has been in the industry since 2001. Stuart is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Stuart has passed the Series 7, Series 24, Series 65 and Series 66 exams. Stuart's previous employers include Columbia Management Distributors, Inc., BACAP Distributors, LLC, Stephens Inc., USALLIANZ Securities, Inc., Wachovia Securities, Inc. and Wachovia Brokerage Service. Stuart has been registered as an investment advisor in Colorado, Georgia, New York, North Carolina, South Carolina, and Virginia. Stuart also owns two rental properties.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
04/30/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NC
06/21/2004 - 11/30/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
08/13/2002 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
MN
11/12/2001 - 08/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NC
02/14/2000 - 03/30/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/04/2000 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 12/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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